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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 | $27,283 | $135,905-79.9% | $126,068-78.4% | $198,609-86.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.67% | 14.07%+0.6pp | 15.01%-0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,076 | $4,245-74.7% | $3,968-72.9% | $5,055-78.7% |
| Participant deferral / active EE | $1,761 | $8,523-79.3% | $8,214-78.6% | $6,977-74.8% |
| Admin fee / account holder | $10,308 | $21,036-51.0% | $18,264-43.6% | $19,030-45.8% |