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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 | $44,190 | $167,415-73.6% | $140,514-68.6% | $198,609-77.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.67% | 13.85%-5.2pp | 14.36%-5.7pp | 202.70%-194.0pp |
| Employer contribution / active EE | $2,355 | $4,088-42.4% | $3,378-30.3% | $5,055-53.4% |
| Participant deferral / active EE | $1,441 | $5,579-74.2% | $4,919-70.7% | $6,977-79.3% |
| Admin fee / account holder | $6,547 | $16,730-60.9% | $13,697-52.2% | $19,030-65.6% |