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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 | $35,416 | $146,267-75.8% | $197,124-82.0% | $82,448-57.0% |
| Participation rate | 98.5% | 84.0%+14.4pp | 86.7%+11.7pp | 68.1%+30.4pp |
| Annual return | 13.29% | 29.61%-16.3pp | 44.34%-31.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,907 | $4,723-59.6% | $6,227-69.4% | $2,551-25.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,504 | $14,422-89.6% | $16,298-90.8% | $7,234-79.2% |