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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 | $95,404-84.4% | $113,397-86.9% | $82,637-82.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.72% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,659 | $2,307-28.1% | $2,977-44.3% | $2,552-35.0% |
| Participant deferral / active EE | $394 | $4,220-90.7% | $5,076-92.2% | $4,126-90.4% |
| Admin fee / account holder | $1,406 | $9,168-84.7% | $11,957-88.2% | $7,339-80.8% |