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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 | $26,986 | $153,769-82.5% | $133,975-79.9% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.79% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,846 | $6,029-69.4% | $5,211-64.6% | $4,869-62.1% |
| Participant deferral / active EE | $2,054 | $6,958-70.5% | $6,282-67.3% | $5,287-61.2% |
| Admin fee / account holder | $11,709 | $11,765-0.5% | $9,324+25.6% | $10,133+15.6% |