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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 | $36,753 | $123,793-70.3% | $177,848-79.3% | $79,856-54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.46% | 22.82%-9.4pp | 48.33%-34.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,473 | $4,095-64.0% | $5,919-75.1% | $2,471-40.4% |
| Participant deferral / active EE | $1,602 | $5,956-73.1% | $7,714-79.2% | $3,741-57.2% |
| Admin fee / account holder | $2,550 | $7,243-64.8% | $12,431-79.5% | $5,306-51.9% |