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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 | $19,276 | $135,956-85.8% | $123,894-84.4% | $273,972-93.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.31% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,774 | $5,170-27.0% | $4,617-18.2% | $4,869-22.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $337 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |