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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 | $14,488 | $135,956-89.3% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.83% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,196 | $5,170-76.9% | $4,617-74.1% | $4,869-75.4% |
| Participant deferral / active EE | $530 | $6,343-91.6% | $5,984-91.1% | $5,287-90.0% |
| Admin fee / account holder | $2,925 | $9,817-70.2% | $8,357-65.0% | $10,133-71.1% |