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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 | $17,355 | $72,273-76.0% | $101,275-82.9% | $79,856-78.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.81% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,479 | $2,691-7.9% | $3,660-32.3% | $2,471+0.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,553 | $4,401-64.7% | $5,948-73.9% | $5,306-70.7% |