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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 | $23,056 | $181,896-87.3% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,056 | $6,248-51.1% | $5,501-44.5% | $4,869-37.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,144 | $15,560-79.8% | $13,028-75.9% | $10,133-69.0% |