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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 | $20,577 | $153,769-86.6% | $133,975-84.6% | $273,972-92.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 5.79% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,045 | $6,958-85.0% | $6,282-83.4% | $5,287-80.2% |
| Admin fee / account holder | $50,204 | $11,765+326.7% | $9,324+438.4% | $10,133+395.5% |