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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 | $21,332 | $147,594-85.5% | $121,871-82.5% | $198,609-89.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 17.25% | 12.94%+4.3pp | 13.57%+3.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,076 | $3,007-64.2% | $2,731-60.6% | $5,055-78.7% |
| Participant deferral / active EE | $1,179 | $5,168-77.2% | $4,318-72.7% | $6,977-83.1% |
| Admin fee / account holder | $1,383 | $15,134-90.9% | $11,551-88.0% | $19,030-92.7% |