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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 | $16,647 | $80,983-79.4% | $96,544-82.8% | $75,177-77.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.16% | 27.05%-0.9pp | 25.88%+0.3pp | 160.75%-134.6pp |
| Employer contribution / active EE | $1,280 | $2,282-43.9% | $2,966-56.8% | $2,671-52.1% |
| Participant deferral / active EE | $1,464 | $3,929-62.7% | $4,851-69.8% | $4,126-64.5% |
| Admin fee / account holder | $1,631 | $6,717-75.7% | $8,254-80.2% | $5,651-71.1% |