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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 | $27,784 | $87,132-68.1% | $105,624-73.7% | $80,959-65.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.14% | 17.03%-1.9pp | 116.20%-101.1pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,401 | $2,397+41.9% | $3,168+7.4% | $2,757+23.4% |
| Participant deferral / active EE | $1,536 | $3,985-61.5% | $5,013-69.4% | $4,300-64.3% |
| Admin fee / account holder | $4,904 | $8,449-42.0% | $10,961-55.3% | $6,925-29.2% |