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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 | $15,059 | $215,361-93.0% | $171,082-91.2% | $273,972-94.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.52% | 25.14%-19.6pp | 32.56%-27.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,444 | $4,967-10.5% | $4,002+11.1% | $4,869-8.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,816 | $10,846-83.3% | $8,520-78.7% | $10,133-82.1% |