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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 | $10,787 | $181,896-94.1% | $156,551-93.1% | $273,972-96.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,893 | $6,248-69.7% | $5,501-65.6% | $4,869-61.1% |
| Participant deferral / active EE | $451 | $5,550-91.9% | $4,871-90.8% | $5,287-91.5% |
| Admin fee / account holder | $2,758 | $15,560-82.3% | $13,028-78.8% | $10,133-72.8% |