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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 | $17,940 | $136,860-86.9% | $120,344-85.1% | $154,746-88.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.58% | 21.38%-3.8pp | 20.30%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,448 | $3,533-59.0% | $3,020-52.0% | $4,379-66.9% |
| Participant deferral / active EE | $1,246 | $5,793-78.5% | $5,135-75.7% | $6,730-81.5% |
| Admin fee / account holder | $715 | $15,393-95.4% | $12,742-94.4% | $14,365-95.0% |