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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 | $15,457 | $138,385-88.8% | $184,243-91.6% | $80,925-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.21% | 20.02%-3.8pp | 28.82%-12.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,963 | $4,851-59.5% | $6,427-69.5% | $2,756-28.8% |
| Participant deferral / active EE | $2,955 | $7,075-58.2% | $9,132-67.6% | $4,299-31.2% |
| Admin fee / account holder | $472 | $10,489-95.5% | $13,914-96.6% | $6,940-93.2% |