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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 | $32,691 | $254,759-87.2% | $216,567-84.9% | $198,609-83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.50% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,769 | $6,096-71.0% | $5,216-66.1% | $5,055-65.0% |
| Participant deferral / active EE | $2,044 | $6,948-70.6% | $6,191-67.0% | $6,977-70.7% |
| Admin fee / account holder | $15,813 | $26,311-39.9% | $21,981-28.1% | $19,030-16.9% |