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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 | $16,595 | $76,551-78.3% | $123,894-86.6% | $62,881-73.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,127 | $2,882-26.2% | $4,617-53.9% | $2,281-6.7% |
| Participant deferral / active EE | $1,411 | $4,840-70.9% | $5,984-76.4% | $3,203-56.0% |
| Admin fee / account holder | $1,503 | $4,826-68.9% | $8,357-82.0% | $4,296-65.0% |