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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 | $14,407 | $60,349-76.1% | $74,184-80.6% | $62,881-77.1% |
| Participation rate | 90.4% | 72.7%+17.7pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 6.29% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $8,291 | $1,680+393.5% | $2,370+249.8% | $2,281+263.5% |
| Participant deferral / active EE | $784 | $2,856-72.6% | $3,550-77.9% | $3,203-75.5% |
| Admin fee / account holder | $4,024 | $4,261-5.5% | $5,586-27.9% | $4,296-6.3% |