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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 | $6,938 | $140,592-95.1% | $123,106-94.4% | $125,388-94.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.49% | 16.80%-12.3pp | 13.22%-8.7pp | 282.24%-277.7pp |
| Employer contribution / active EE | $1,486 | $6,041-75.4% | $5,151-71.1% | $4,866-69.5% |
| Participant deferral / active EE | $2,150 | $6,980-69.2% | $6,229-65.5% | $5,352-59.8% |
| Admin fee / account holder | $4,511 | $11,198-59.7% | $9,015-50.0% | $9,541-52.7% |