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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 | $13,804 | $181,896-92.4% | $156,551-91.2% | $273,972-95.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.65% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,401 | $6,248-77.6% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $1,158 | $5,550-79.1% | $4,871-76.2% | $5,287-78.1% |
| Admin fee / account holder | $4,849 | $15,560-68.8% | $13,028-62.8% | $10,133-52.1% |