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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 | $12,632 | $135,905-90.7% | $126,068-90.0% | $198,609-93.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.82% | 14.07%-0.3pp | 15.01%-1.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,330 | $4,245-68.7% | $3,968-66.5% | $5,055-73.7% |
| Participant deferral / active EE | $1,850 | $8,523-78.3% | $8,214-77.5% | $6,977-73.5% |
| Admin fee / account holder | $6,182 | $21,036-70.6% | $18,264-66.2% | $19,030-67.5% |