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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 | $13,391 | $100,194-86.6% | $122,979-89.1% | $86,983-84.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 20.17% | 16.47%+3.7pp | 20.12%+0.1pp | 25.83%-5.7pp |
| Employer contribution / active EE | $976 | $2,326-58.0% | $3,062-68.1% | $2,584-62.3% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,407 | $10,148-86.1% | $12,864-89.1% | $7,856-82.1% |