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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 | $26,853 | $87,834-69.4% | $133,975-80.0% | $62,881-57.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.44% | 12.05%-4.6pp | 29.29%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,000 | $3,482-42.6% | $5,211-61.6% | $2,281-12.3% |
| Participant deferral / active EE | $784 | $4,812-83.7% | $6,282-87.5% | $3,203-75.5% |
| Admin fee / account holder | $427 | $5,372-92.1% | $9,324-95.4% | $4,296-90.1% |