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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 | $9,338 | $123,000-92.4% | $105,582-91.2% | $198,609-95.3% |
| Participation rate | 85.7% | 76.8%+9.0pp | 71.8%+13.9pp | 82.4%+3.3pp |
| Annual return | 17.55% | 18.31%-0.8pp | 18.61%-1.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,559 | $3,582-56.5% | $2,984-47.8% | $5,055-69.2% |
| Participant deferral / active EE | $1,559 | $5,013-68.9% | $4,353-64.2% | $6,977-77.7% |
| Admin fee / account holder | $2,378 | $16,254-85.4% | $12,856-81.5% | $19,030-87.5% |