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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 | $12,644 | $96,558-86.9% | $80,977-84.4% | $273,972-95.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.04% | 15.14%-10.1pp | 17.11%-12.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,097 | $4,869-77.5% | $3,715-70.5% | $4,869-77.5% |
| Participant deferral / active EE | $901 | $6,598-86.3% | $5,696-84.2% | $5,287-83.0% |
| Admin fee / account holder | $318 | $7,493-95.8% | $5,517-94.2% | $10,133-96.9% |