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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 | $162,967-96.4% | $135,792-95.7% | $138,895-95.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 28.93% | 30.08%-1.1pp | 25.96%+3.0pp | 145.39%-116.5pp |
| Employer contribution / active EE | $2,223 | $4,211-47.2% | $3,496-36.4% | $4,194-47.0% |
| Participant deferral / active EE | $940 | $5,640-83.3% | $4,759-80.2% | $6,396-85.3% |
| Admin fee / account holder | $2,112 | $15,306-86.2% | $12,266-82.8% | $12,562-83.2% |