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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 | $7,401 | $76,551-90.3% | $123,894-94.0% | $62,881-88.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.00% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,623 | $2,882-43.7% | $4,617-64.8% | $2,281-28.8% |
| Participant deferral / active EE | $1,762 | $4,840-63.6% | $5,984-70.6% | $3,203-45.0% |
| Admin fee / account holder | $2,210 | $4,826-54.2% | $8,357-73.6% | $4,296-48.6% |