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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 | $23,786 | $87,834-72.9% | $133,975-82.2% | $62,881-62.2% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.6pp | 69.3%+28.4pp |
| Annual return | 7.93% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,395 | $3,482-59.9% | $5,211-73.2% | $2,281-38.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,418 | $5,372-73.6% | $9,324-84.8% | $4,296-67.0% |