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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 | $12,060 | $240,714-95.0% | $12,0600% | $240,714-95.0% |
| Participation rate | 100.0% | 91.7%+8.3pp | 100.0%0pp | 91.7%+8.3pp |
| Annual return | 9.11% | 6.51%+2.6pp | 9.11%0pp | 6.51%+2.6pp |
| Employer contribution / active EE | $1,183 | $13,526-91.3% | $1,1830% | $13,526-91.3% |
| Participant deferral / active EE | $1,183 | $9,348-87.3% | $1,1830% | $9,348-87.3% |
| Admin fee / account holder | $8,928 | $100,511-91.1% | $8,9280% | $100,511-91.1% |