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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 | $42,559 | $167,415-74.6% | $140,514-69.7% | $198,609-78.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.40% | 13.85%+3.5pp | 14.36%+3.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $5,131 | $4,088+25.5% | $3,378+51.9% | $5,055+1.5% |
| Participant deferral / active EE | $1,327 | $5,579-76.2% | $4,919-73.0% | $6,977-81.0% |
| Admin fee / account holder | $312 | $16,730-98.1% | $13,697-97.7% | $19,030-98.4% |