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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 | $33,441 | $143,969-76.8% | $199,883-83.3% | $82,637-59.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 16.92% | 25.67%-8.8pp | 43.81%-26.9pp | 53.51%-36.6pp |
| Employer contribution / active EE | $5,845 | $4,632+26.2% | $6,261-6.6% | $2,552+129.0% |
| Participant deferral / active EE | $3,108 | $6,937-55.2% | $9,138-66.0% | $4,126-24.7% |
| Admin fee / account holder | $5,543 | $14,597-62.0% | $17,268-67.9% | $7,339-24.5% |