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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 | $12,526 | $73,955-83.1% | $96,520-87.0% | $75,181-83.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 22.05% | 26.72%-4.7pp | 35.72%-13.7pp | 160.69%-138.6pp |
| Employer contribution / active EE | $3,089 | $2,930+5.4% | $3,739-17.4% | $2,671+15.7% |
| Participant deferral / active EE | $833 | $3,659-77.2% | $4,879-82.9% | $4,126-79.8% |
| Admin fee / account holder | $587 | $5,217-88.8% | $6,733-91.3% | $5,650-89.6% |