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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 | $35,608 | $109,359-67.4% | $162,177-78.0% | $72,975-51.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.22% | 25.46%-5.2pp | 115.60%-95.4pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,260 | $3,907-42.2% | $5,613-59.7% | $2,440-7.4% |
| Participant deferral / active EE | $1,229 | $5,481-77.6% | $7,297-83.2% | $3,608-65.9% |
| Admin fee / account holder | $1,952 | $7,972-75.5% | $10,843-82.0% | $5,124-61.9% |