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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 | $5,899 | $177,156-96.7% | $147,027-96.0% | $154,746-96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 28.93% | 21.94%+7.0pp | 20.23%+8.7pp | 172.34%-143.4pp |
| Employer contribution / active EE | $2,223 | $4,336-48.7% | $3,626-38.7% | $4,379-49.2% |
| Participant deferral / active EE | $940 | $5,797-83.8% | $4,933-80.9% | $6,730-86.0% |
| Admin fee / account holder | $2,112 | $14,904-85.8% | $12,223-82.7% | $14,365-85.3% |