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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 | $23,939 | $80,992-70.4% | $96,534-75.2% | $75,173-68.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.98% | 27.05%-14.1pp | 25.88%-12.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,745 | $2,283-23.5% | $2,965-41.1% | $2,671-34.7% |
| Participant deferral / active EE | $986 | $3,929-74.9% | $4,851-79.7% | $4,126-76.1% |
| Admin fee / account holder | $4,707 | $6,717-29.9% | $8,253-43.0% | $5,651-16.7% |