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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 | $21,610 | $60,349-64.2% | $74,184-70.9% | $62,881-65.6% |
| Participation rate | 93.9% | 72.7%+21.1pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,219 | $1,680-27.4% | $2,370-48.6% | $2,281-46.5% |
| Participant deferral / active EE | $1,157 | $2,856-59.5% | $3,550-67.4% | $3,203-63.9% |
| Admin fee / account holder | $1,032 | $4,261-75.8% | $5,586-81.5% | $4,296-76.0% |