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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 | $14,107 | $138,385-89.8% | $184,243-92.3% | $80,925-82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 41.88% | 20.02%+21.9pp | 28.82%+13.1pp | 35.65%+6.2pp |
| Employer contribution / active EE | $3,948 | $4,851-18.6% | $6,427-38.6% | $2,756+43.2% |
| Participant deferral / active EE | $2,771 | $7,075-60.8% | $9,132-69.7% | $4,299-35.5% |
| Admin fee / account holder | $494 | $10,489-95.3% | $13,914-96.5% | $6,940-92.9% |