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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 | $16,562 | $80,983-79.5% | $96,544-82.8% | $75,177-78.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.98% | 27.05%-14.1pp | 25.88%-12.9pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,006 | $2,282-55.9% | $2,966-66.1% | $2,671-62.3% |
| Participant deferral / active EE | $1,246 | $3,929-68.3% | $4,851-74.3% | $4,126-69.8% |
| Admin fee / account holder | $1,289 | $6,717-80.8% | $8,254-84.4% | $5,651-77.2% |