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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 | $32,995 | $109,359-69.8% | $162,185-79.7% | $72,976-54.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.73% | 25.46%-7.7pp | 115.61%-97.9pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,363 | $3,907-65.1% | $5,613-75.7% | $2,440-44.1% |
| Participant deferral / active EE | $1,494 | $5,481-72.7% | $7,297-79.5% | $3,608-58.6% |
| Admin fee / account holder | $4,391 | $7,972-44.9% | $10,844-59.5% | $5,124-14.3% |