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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 | $15,707 | $124,425-87.4% | $112,040-86.0% | $137,256-88.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.13% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $973 | $3,411-71.5% | $2,954-67.1% | $4,156-76.6% |
| Participant deferral / active EE | $1,813 | $5,718-68.3% | $5,098-64.4% | $6,407-71.7% |
| Admin fee / account holder | $2,659 | $15,207-82.5% | $12,098-78.0% | $12,270-78.3% |