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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 | $10,456 | $43,338-75.9% | $59,887-82.5% | $64,173-83.7% |
| Participation rate | 97.3% | 69.2%+28.1pp | 74.7%+22.6pp | 69.6%+27.7pp |
| Annual return | 9.66% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,207 | $2,030-40.5% | $2,722-55.7% | $2,381-49.3% |
| Participant deferral / active EE | $645 | $2,547-74.7% | $3,402-81.0% | $3,470-81.4% |
| Admin fee / account holder | $1,573 | $3,007-47.7% | $3,591-56.2% | $4,887-67.8% |