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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 | $45,198 | $254,759-82.3% | $216,567-79.1% | $198,609-77.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 81.6%-3.9pp | 82.4%-4.6pp |
| Annual return | 8.79% | 10.04%-1.3pp | 12.94%-4.2pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,645 | $6,096-73.0% | $5,216-68.5% | $5,055-67.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,284 | $26,311-38.1% | $21,981-25.9% | $19,030-14.4% |