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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 | $30,364 | $177,595-82.9% | $148,496-79.6% | $198,609-84.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.66% | 9.97%+2.7pp | 12.33%+0.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,642 | $4,098-59.9% | $3,497-53.0% | $5,055-67.5% |
| Participant deferral / active EE | $1,951 | $5,539-64.8% | $4,808-59.4% | $6,977-72.0% |
| Admin fee / account holder | $12,527 | $27,010-53.6% | $19,547-35.9% | $19,030-34.2% |