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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 | $9,925 | $90,728-89.1% | $86,279-88.5% | $138,895-92.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 18.12% | 34.83%-16.7pp | 30.40%-12.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,285 | $4,974-34.0% | $4,663-29.6% | $4,194-21.7% |
| Participant deferral / active EE | $909 | $6,125-85.2% | $5,658-83.9% | $6,396-85.8% |
| Admin fee / account holder | $1,433 | $11,808-87.9% | $10,485-86.3% | $12,562-88.6% |