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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 | $9,643 | $67,606-85.7% | $82,313-88.3% | $70,124-86.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.24% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,481 | $1,755-15.6% | $2,428-39.0% | $2,342-36.8% |
| Participant deferral / active EE | $1,302 | $2,987-56.4% | $3,706-64.9% | $3,332-60.9% |
| Admin fee / account holder | $458 | $4,512-89.9% | $5,608-91.8% | $4,645-90.1% |