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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 | $13,037 | $95,453-86.3% | $112,040-88.4% | $82,448-84.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.44% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $799 | $2,318-65.5% | $2,954-72.9% | $2,551-68.7% |
| Participant deferral / active EE | $1,485 | $4,224-64.8% | $5,098-70.9% | $4,139-64.1% |
| Admin fee / account holder | $2,755 | $9,013-69.4% | $12,098-77.2% | $7,234-61.9% |