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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 | $161,352-96.3% | $134,172-95.6% | $137,256-95.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 28.93% | 28.72%+0.2pp | 25.30%+3.6pp | 220.34%-191.4pp |
| Employer contribution / active EE | $2,223 | $4,099-45.8% | $3,420-35.0% | $4,156-46.5% |
| Participant deferral / active EE | $940 | $5,552-83.1% | $4,690-80.0% | $6,407-85.3% |
| Admin fee / account holder | $2,112 | $15,028-85.9% | $12,016-82.4% | $12,270-82.8% |