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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 | $22,361 | $67,602-66.9% | $82,312-72.8% | $70,126-68.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.61% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,706 | $1,755+54.2% | $2,428+11.4% | $2,343+15.5% |
| Participant deferral / active EE | $1,045 | $2,987-65.0% | $3,706-71.8% | $3,332-68.6% |
| Admin fee / account holder | $3,563 | $4,512-21.0% | $5,608-36.5% | $4,645-23.3% |