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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,603 | $145,431-92.7% | $211,142-95.0% | $87,485-87.9% |
| Participation rate | 92.9% | 84.7%+8.1pp | 87.3%+5.6pp | 68.9%+23.9pp |
| Annual return | 26.08% | 27.21%-1.1pp | 46.84%-20.8pp | 26.06%0pp |
| Employer contribution / active EE | $2,071 | $4,662-55.6% | $6,442-67.9% | $2,596-20.2% |
| Participant deferral / active EE | $3,129 | $6,859-54.4% | $9,284-66.3% | $4,274-26.8% |
| Admin fee / account holder | $3,438 | $17,052-79.8% | $19,076-82.0% | $7,775-55.8% |