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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 | $126,661-87.6% | $113,397-86.1% | $138,895-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.13% | 25.05%-13.9pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $973 | $3,456-71.8% | $2,977-67.3% | $4,194-76.8% |
| Participant deferral / active EE | $1,813 | $5,693-68.2% | $5,076-64.3% | $6,396-71.7% |
| Admin fee / account holder | $2,659 | $14,549-81.7% | $11,957-77.8% | $12,562-78.8% |