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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 | $145,431-79.2% | $211,142-85.7% | $87,485-65.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 14.72% | 27.21%-12.5pp | 46.84%-32.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,600 | $4,662-65.7% | $6,442-75.2% | $2,596-38.4% |
| Participant deferral / active EE | $804 | $6,859-88.3% | $9,284-91.3% | $4,274-81.2% |
| Admin fee / account holder | $625 | $17,052-96.3% | $19,076-96.7% | $7,775-92.0% |