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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 | $20,317 | $60,349-66.3% | $74,184-72.6% | $62,881-67.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.39% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,114 | $1,680+25.8% | $2,370-10.8% | $2,281-7.3% |
| Participant deferral / active EE | $1,043 | $2,856-63.5% | $3,550-70.6% | $3,203-67.4% |
| Admin fee / account holder | $778 | $4,261-81.7% | $5,586-86.1% | $4,296-81.9% |