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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 | $10,902 | $73,988-85.3% | $96,538-88.7% | $75,177-85.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 13.34% | 26.73%-13.4pp | 35.74%-22.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $4,533 | $2,930+54.7% | $3,740+21.2% | $2,671+69.7% |
| Participant deferral / active EE | $1,158 | $3,660-68.4% | $4,880-76.3% | $4,126-71.9% |
| Admin fee / account holder | $341 | $5,220-93.5% | $6,737-94.9% | $5,651-94.0% |