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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 | $27,918 | $82,028-66.0% | $123,105-77.3% | $59,633-53.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.98% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,058 | $3,297-37.6% | $5,151-60.0% | $2,203-6.6% |
| Participant deferral / active EE | $1,911 | $4,667-59.1% | $6,229-69.3% | $3,192-40.1% |
| Admin fee / account holder | $1,788 | $5,879-69.6% | $9,014-80.2% | $4,297-58.4% |