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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 | $20,639 | $80,983-74.5% | $96,544-78.6% | $75,177-72.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.34% | 27.05%-8.7pp | 25.88%-7.5pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,844 | $2,282-19.2% | $2,966-37.8% | $2,671-31.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,985 | $6,717-70.4% | $8,254-76.0% | $5,651-64.9% |