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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 | $18,329 | $101,798-82.0% | $165,071-88.9% | $80,935-77.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.20% | 16.73%-4.5pp | 70.17%-58.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,092 | $2,954-29.2% | $4,347-51.9% | $2,757-24.1% |
| Participant deferral / active EE | $1,242 | $4,476-72.3% | $6,035-79.4% | $4,299-71.1% |
| Admin fee / account holder | $1,749 | $8,221-78.7% | $12,695-86.2% | $6,924-74.7% |