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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 | $14,214 | $76,371-81.4% | $93,621-84.8% | $72,976-80.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.22% | 25.82%-6.6pp | 32.76%-13.5pp | 81.02%-61.8pp |
| Employer contribution / active EE | $741 | $2,276-67.4% | $2,719-72.7% | $2,440-69.6% |
| Participant deferral / active EE | $346 | $3,538-90.2% | $4,070-91.5% | $3,608-90.4% |
| Admin fee / account holder | $1,227 | $6,839-82.1% | $7,890-84.4% | $5,124-76.0% |