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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 | $20,629 | $95,453-78.4% | $112,040-81.6% | $82,448-75.0% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.5%-0.3pp | 68.1%+8.1pp |
| Annual return | 19.00% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $8,830 | $2,318+281.0% | $2,954+198.9% | $2,551+246.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,321 | $9,013-18.8% | $12,098-39.5% | $7,234+1.2% |