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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 | $86,940-74.1% | $102,434-78.0% | $80,935-72.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.78% | 18.89%-4.1pp | 29.46%-14.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,253 | $2,370-47.1% | $3,023-58.5% | $2,757-54.5% |
| Participant deferral / active EE | $1,474 | $4,121-64.2% | $5,055-70.8% | $4,299-65.7% |
| Admin fee / account holder | $1,020 | $8,047-87.3% | $9,462-89.2% | $6,924-85.3% |