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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 | $138,366-88.8% | $184,185-91.6% | $80,911-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.21% | 20.02%-3.8pp | 28.81%-12.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $1,963 | $4,849-59.5% | $6,426-69.5% | $2,756-28.8% |
| Participant deferral / active EE | $2,955 | $7,074-58.2% | $9,132-67.6% | $4,297-31.2% |
| Admin fee / account holder | $472 | $10,484-95.5% | $13,909-96.6% | $6,935-93.2% |