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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 | $12,454 | $69,977-82.2% | $108,582-88.5% | $62,881-80.2% |
| Participation rate | 96.0% | 72.9%+23.1pp | 79.6%+16.4pp | 69.3%+26.7pp |
| Annual return | 9.80% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,116 | $2,135+92.8% | $3,758+9.5% | $2,281+80.5% |
| Participant deferral / active EE | $793 | $3,165-75.0% | $4,311-81.6% | $3,203-75.3% |
| Admin fee / account holder | $1,498 | $5,076-70.5% | $7,645-80.4% | $4,296-65.1% |