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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 | $33,387 | $138,393-75.9% | $184,256-81.9% | $80,959-58.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.92% | 20.01%-6.1pp | 28.85%-14.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,636 | $4,847-66.2% | $6,427-74.5% | $2,757-40.7% |
| Participant deferral / active EE | $1,948 | $7,076-72.5% | $9,133-78.7% | $4,300-54.7% |
| Admin fee / account holder | $1,854 | $10,489-82.3% | $13,899-86.7% | $6,925-73.2% |