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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 | $27,544 | $86,940-68.3% | $102,434-73.1% | $80,935-66.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.83% | 18.89%-6.1pp | 29.46%-16.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $961 | $2,370-59.5% | $3,023-68.2% | $2,757-65.1% |
| Participant deferral / active EE | $1,691 | $4,121-59.0% | $5,055-66.5% | $4,299-60.7% |
| Admin fee / account holder | $2,647 | $8,047-67.1% | $9,462-72.0% | $6,924-61.8% |