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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 | $20,771 | $86,949-76.1% | $102,460-79.7% | $80,959-74.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.87% | 18.89%-1.0pp | 29.47%-11.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,357 | $2,370-42.8% | $3,025-55.2% | $2,757-50.8% |
| Participant deferral / active EE | $1,491 | $4,121-63.8% | $5,056-70.5% | $4,300-65.3% |
| Admin fee / account holder | $583 | $8,048-92.8% | $9,460-93.8% | $6,925-91.6% |