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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 | $27,578 | $254,759-89.2% | $216,567-87.3% | $198,609-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.60% | 10.04%+3.6pp | 12.94%+0.7pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,441 | $6,096-60.0% | $5,216-53.2% | $5,055-51.7% |
| Participant deferral / active EE | $2,040 | $6,948-70.6% | $6,191-67.1% | $6,977-70.8% |
| Admin fee / account holder | $2,532 | $26,311-90.4% | $21,981-88.5% | $19,030-86.7% |