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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 | $14,479 | $63,764-77.3% | $81,926-82.3% | $79,858-81.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.31% | 22.66%-10.3pp | 29.49%-17.2pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,159 | $1,795+20.3% | $4,310-49.9% | $2,471-12.6% |
| Participant deferral / active EE | $893 | $2,780-67.9% | $7,108-87.4% | $3,740-76.1% |
| Admin fee / account holder | $525 | $4,426-88.1% | $5,159-89.8% | $5,306-90.1% |