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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 | $16,177 | $139,948-88.4% | $121,663-86.7% | $154,746-89.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.72% | 230.52%-217.8pp | 147.54%-134.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $920 | $3,521-73.9% | $3,020-69.5% | $4,379-79.0% |
| Participant deferral / active EE | $1,486 | $5,629-73.6% | $4,887-69.6% | $6,730-77.9% |
| Admin fee / account holder | $453 | $17,321-97.4% | $14,289-96.8% | $14,365-96.8% |