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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 | $19,840 | $60,349-67.1% | $74,184-73.3% | $62,881-68.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.68% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,463 | $1,680-13.0% | $2,370-38.3% | $2,281-35.9% |
| Participant deferral / active EE | $1,218 | $2,856-57.4% | $3,550-65.7% | $3,203-62.0% |
| Admin fee / account holder | $2,458 | $4,261-42.3% | $5,586-56.0% | $4,296-42.8% |