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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 | $33,752 | $145,431-76.8% | $211,142-84.0% | $87,485-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.19% | 27.21%-10.0pp | 46.84%-29.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,821 | $4,662-39.5% | $6,442-56.2% | $2,596+8.7% |
| Participant deferral / active EE | $2,095 | $6,859-69.5% | $9,284-77.4% | $4,274-51.0% |
| Admin fee / account holder | $1,157 | $17,052-93.2% | $19,076-93.9% | $7,775-85.1% |