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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 | $24,629 | $181,896-86.5% | $156,551-84.3% | $273,972-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,603 | $6,248-74.3% | $5,501-70.9% | $4,869-67.1% |
| Participant deferral / active EE | $1,396 | $5,550-74.8% | $4,871-71.3% | $5,287-73.6% |
| Admin fee / account holder | $1,171 | $15,560-92.5% | $13,028-91.0% | $10,133-88.4% |