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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 | $31,513 | $123,793-74.5% | $177,848-82.3% | $79,856-60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.31% | 22.82%-8.5pp | 48.33%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,001 | $4,095-51.1% | $5,919-66.2% | $2,471-19.0% |
| Participant deferral / active EE | $1,861 | $5,956-68.8% | $7,714-75.9% | $3,741-50.2% |
| Admin fee / account holder | $566 | $7,243-92.2% | $12,431-95.4% | $5,306-89.3% |