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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 | $24,150 | $140,592-82.8% | $123,105-80.4% | $125,389-80.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 16.80%-17.3pp | 13.22%-13.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,460 | $6,041-59.3% | $5,151-52.2% | $4,866-49.4% |
| Participant deferral / active EE | $1,525 | $6,980-78.2% | $6,229-75.5% | $5,352-71.5% |
| Admin fee / account holder | $4,491 | $11,198-59.9% | $9,014-50.2% | $9,541-52.9% |