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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 | $22,488 | $86,922-74.1% | $102,438-78.0% | $80,874-72.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.78% | 18.90%-4.1pp | 29.37%-14.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,253 | $2,369-47.1% | $3,024-58.5% | $2,756-54.5% |
| Participant deferral / active EE | $1,474 | $4,119-64.2% | $5,054-70.8% | $4,297-65.7% |
| Admin fee / account holder | $1,020 | $8,050-87.3% | $9,448-89.2% | $6,935-85.3% |