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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 | $10,840 | $99,633-89.1% | $183,328-94.1% | $82,448-86.9% |
| Participation rate | 98.6% | 70.8%+27.9pp | 77.3%+21.3pp | 68.1%+30.5pp |
| Annual return | 18.73% | 17.84%+0.9pp | 29.67%-10.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,063 | $3,256-67.4% | $5,055-79.0% | $2,551-58.3% |
| Participant deferral / active EE | $1,815 | $4,938-63.2% | $6,795-73.3% | $4,139-56.1% |
| Admin fee / account holder | $519 | $9,934-94.8% | $21,427-97.6% | $7,234-92.8% |