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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 | $20,004 | $78,423-74.5% | $95,964-79.2% | $79,856-74.9% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 15.34% | 19.37%-4.0pp | 91.64%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $774 | $1,945-60.2% | $2,541-69.6% | $2,471-68.7% |
| Participant deferral / active EE | $986 | $3,440-71.3% | $4,167-76.3% | $3,741-73.6% |
| Admin fee / account holder | $3,452 | $5,622-38.6% | $6,797-49.2% | $5,306-34.9% |