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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 | $30,938 | $115,931-73.3% | $185,441-83.3% | $86,983-64.4% |
| Participation rate | 95.6% | 73.6%+22.0pp | 80.3%+15.3pp | 69.5%+26.0pp |
| Annual return | 12.93% | 21.47%-8.5pp | 20.16%-7.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $2,941 | $2,937+0.1% | $4,672-37.1% | $2,584+13.8% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $651 | $10,687-93.9% | $17,890-96.4% | $7,856-91.7% |