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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 | $14,903 | $95,453-84.4% | $112,040-86.7% | $82,448-81.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.72% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,659 | $2,318-28.4% | $2,954-43.8% | $2,551-35.0% |
| Participant deferral / active EE | $394 | $4,224-90.7% | $5,098-92.3% | $4,139-90.5% |
| Admin fee / account holder | $1,406 | $9,013-84.4% | $12,098-88.4% | $7,234-80.6% |