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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 | $29,228 | $140,592-79.2% | $123,105-76.3% | $125,389-76.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.21% | 16.80%-19.0pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,919 | $6,041-18.6% | $5,151-4.5% | $4,866+1.1% |
| Participant deferral / active EE | $2,280 | $6,980-67.3% | $6,229-63.4% | $5,352-57.4% |
| Admin fee / account holder | $499 | $11,198-95.5% | $9,014-94.5% | $9,541-94.8% |