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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 | $9,595 | $72,486-86.8% | $87,103-89.0% | $72,976-86.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.63% | 24.46%-5.8pp | 28.19%-9.6pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,396 | $1,894-26.3% | $2,521-44.6% | $2,440-42.8% |
| Participant deferral / active EE | $440 | $3,270-86.5% | $4,049-89.1% | $3,608-87.8% |
| Admin fee / account holder | $1,439 | $5,055-71.5% | $7,491-80.8% | $5,124-71.9% |