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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 | $12,254 | $181,896-93.3% | $156,551-92.2% | $273,972-95.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.46% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,651 | $6,248-73.6% | $5,501-70.0% | $4,869-66.1% |
| Participant deferral / active EE | $1,168 | $5,550-79.0% | $4,871-76.0% | $5,287-77.9% |
| Admin fee / account holder | $15,688 | $15,560+0.8% | $13,028+20.4% | $10,133+54.8% |