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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 | $18,596 | $82,028-77.3% | $123,105-84.9% | $59,633-68.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.27% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,172 | $3,297-64.4% | $5,151-77.2% | $2,203-46.8% |
| Participant deferral / active EE | $1,375 | $4,667-70.5% | $6,229-77.9% | $3,192-56.9% |
| Admin fee / account holder | $5,257 | $5,879-10.6% | $9,014-41.7% | $4,297+22.4% |