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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 | $19,428 | $176,786-89.0% | $146,643-86.8% | $167,536-88.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.75% | 24.04%-14.3pp | 22.75%-13.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,118 | $5,161-39.6% | $4,137-24.6% | $4,839-35.6% |
| Participant deferral / active EE | $667 | $6,440-89.6% | $5,506-87.9% | $6,342-89.5% |
| Admin fee / account holder | $2,576 | $13,262-80.6% | $10,280-74.9% | $12,315-79.1% |