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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 | $5,695 | $136,860-95.8% | $120,344-95.3% | $154,746-96.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.17% | 21.38%-0.2pp | 20.30%+0.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,138 | $3,533-67.8% | $3,020-62.3% | $4,379-74.0% |
| Participant deferral / active EE | $1,769 | $5,793-69.5% | $5,135-65.6% | $6,730-73.7% |
| Admin fee / account holder | $557 | $15,393-96.4% | $12,742-95.6% | $14,365-96.1% |