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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 | $30,293 | $146,267-79.3% | $197,124-84.6% | $82,448-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.72% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,600 | $4,723-66.1% | $6,227-74.3% | $2,551-37.3% |
| Participant deferral / active EE | $804 | $7,035-88.6% | $9,135-91.2% | $4,139-80.6% |
| Admin fee / account holder | $625 | $14,422-95.7% | $16,298-96.2% | $7,234-91.4% |