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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 | $22,909 | $140,592-83.7% | $123,105-81.4% | $125,389-81.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.92% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,682 | $6,041-72.2% | $5,151-67.4% | $4,866-65.4% |
| Participant deferral / active EE | $1,314 | $6,980-81.2% | $6,229-78.9% | $5,352-75.4% |
| Admin fee / account holder | $1,003 | $11,198-91.0% | $9,014-88.9% | $9,541-89.5% |