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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 | $27,297 | $87,834-68.9% | $133,975-79.6% | $62,881-56.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.56% | 12.05%-4.5pp | 29.29%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,194 | $3,482-65.7% | $5,211-77.1% | $2,281-47.7% |
| Participant deferral / active EE | $937 | $4,812-80.5% | $6,282-85.1% | $3,203-70.8% |
| Admin fee / account holder | $771 | $5,372-85.7% | $9,324-91.7% | $4,296-82.1% |