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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 | $9,913 | $117,895-91.6% | $102,460-90.3% | $145,897-93.2% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.99% | 31.92%-15.9pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,370 | $3,619-62.2% | $3,025-54.7% | $4,663-70.6% |
| Participant deferral / active EE | $1,415 | $5,736-75.3% | $5,056-72.0% | $6,689-78.8% |
| Admin fee / account holder | $434 | $13,353-96.8% | $9,460-95.4% | $13,390-96.8% |