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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 | $22,736 | $181,896-87.5% | $156,551-85.5% | $273,972-91.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.93% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,166 | $6,248-65.3% | $5,501-60.6% | $4,869-55.5% |
| Participant deferral / active EE | $1,371 | $5,550-75.3% | $4,871-71.9% | $5,287-74.1% |
| Admin fee / account holder | $1,017 | $15,560-93.5% | $13,028-92.2% | $10,133-90.0% |