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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 | $16,139 | $60,349-73.3% | $74,184-78.2% | $62,881-74.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.43% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,787 | $1,680+6.3% | $2,370-24.6% | $2,281-21.7% |
| Participant deferral / active EE | $367 | $2,856-87.2% | $3,550-89.7% | $3,203-88.6% |
| Admin fee / account holder | $4,228 | $4,261-0.8% | $5,586-24.3% | $4,296-1.6% |