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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 | $17,489 | $78,423-77.7% | $95,964-81.8% | $79,856-78.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.64%-78.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,647 | $1,945-15.3% | $2,541-35.2% | $2,471-33.3% |
| Participant deferral / active EE | $837 | $3,440-75.7% | $4,167-79.9% | $3,741-77.6% |
| Admin fee / account holder | $1,015 | $5,622-81.9% | $6,797-85.1% | $5,306-80.9% |