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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 | $17,285 | $153,769-88.8% | $133,975-87.1% | $273,972-93.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,898 | $6,029+64.2% | $5,211+89.9% | $4,869+103.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $651 | $11,765-94.5% | $9,324-93.0% | $10,133-93.6% |