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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 | $15,377 | $72,177-78.7% | $115,038-86.6% | $59,633-74.2% |
| Participation rate | 93.1% | 72.6%+20.6pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | -1.49% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,139 | $2,841-59.9% | $4,608-75.3% | $2,203-48.3% |
| Participant deferral / active EE | $1,516 | $4,783-68.3% | $6,026-74.8% | $3,192-52.5% |
| Admin fee / account holder | $1,908 | $4,927-61.3% | $8,175-76.7% | $4,297-55.6% |