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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 | $26,955 | $82,028-67.1% | $123,105-78.1% | $59,633-54.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | 0.35% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,882 | $3,297-42.9% | $5,151-63.5% | $2,203-14.5% |
| Participant deferral / active EE | $2,109 | $4,667-54.8% | $6,229-66.1% | $3,192-33.9% |
| Admin fee / account holder | $860 | $5,879-85.4% | $9,014-90.5% | $4,297-80.0% |