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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 | $12,948 | $124,425-89.6% | $112,040-88.4% | $137,256-90.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.25% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,772 | $3,411-48.1% | $2,954-40.0% | $4,156-57.4% |
| Participant deferral / active EE | $874 | $5,718-84.7% | $5,098-82.9% | $6,407-86.4% |
| Admin fee / account holder | $5,292 | $15,207-65.2% | $12,098-56.3% | $12,270-56.9% |