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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 | $6,326 | $79,955-92.1% | $98,461-93.6% | $75,173-91.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.92% | 19.75%-5.8pp | 21.17%-7.3pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,424 | $2,264+7.1% | $3,049-20.5% | $2,671-9.2% |
| Participant deferral / active EE | $1,546 | $3,752-58.8% | $4,738-67.4% | $4,126-62.5% |
| Admin fee / account holder | $1,324 | $6,841-80.6% | $8,961-85.2% | $5,651-76.6% |