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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 | $13,697 | $63,082-78.3% | $81,716-83.2% | $79,852-82.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 32.73% | 22.66%+10.1pp | 29.49%+3.2pp | 31.72%+1.0pp |
| Employer contribution / active EE | $668 | $1,795-62.8% | $4,310-84.5% | $2,471-73.0% |
| Participant deferral / active EE | $728 | $2,780-73.8% | $7,108-89.8% | $3,740-80.5% |
| Admin fee / account holder | $1,206 | $4,428-72.8% | $5,159-76.6% | $5,306-77.3% |