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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 | $17,375 | $83,485-79.2% | $125,195-86.1% | $72,976-76.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.54% | 25.77%-4.2pp | 43.79%-22.3pp | 81.02%-59.5pp |
| Employer contribution / active EE | $3,453 | $2,346+47.2% | $3,866-10.7% | $2,440+41.5% |
| Participant deferral / active EE | $922 | $3,586-74.3% | $4,937-81.3% | $3,608-74.4% |
| Admin fee / account holder | $538 | $5,518-90.3% | $9,704-94.5% | $5,124-89.5% |