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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 | $25,773 | $138,385-81.4% | $184,243-86.0% | $80,925-68.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.24% | 20.02%-4.8pp | 28.82%-13.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,965 | $4,851-59.5% | $6,427-69.4% | $2,756-28.7% |
| Participant deferral / active EE | $2,777 | $7,075-60.8% | $9,132-69.6% | $4,299-35.4% |
| Admin fee / account holder | $1,526 | $10,489-85.5% | $13,914-89.0% | $6,940-78.0% |