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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 | $55,859 | $377,972-85.2% | $300,297-81.4% | $382,429-85.4% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 12.06% | 4.19%+7.9pp | 6.06%+6.0pp | 248.85%-236.8pp |
| Employer contribution / active EE | $6,182 | $5,545+11.5% | $4,605+34.3% | $8,036-23.1% |
| Participant deferral / active EE | $3,385 | $5,506-38.5% | $4,511-25.0% | $5,727-40.9% |
| Admin fee / account holder | $344 | $20,122-98.3% | $16,510-97.9% | $30,732-98.9% |