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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 | $334,031-83.3% | $300,027-81.4% | $483,350-88.4% |
| Participation rate | 100.0% | 97.9%+2.1pp | 85.4%+14.6pp | 89.0%+11.0pp |
| Annual return | 12.06% | -2.92%+15.0pp | 0.69%+11.4pp | 533.38%-521.3pp |
| Employer contribution / active EE | $6,182 | $6,134+0.8% | $4,895+26.3% | $9,034-31.6% |
| Participant deferral / active EE | $3,385 | $5,038-32.8% | $4,519-25.1% | $6,196-45.4% |
| Admin fee / account holder | $344 | $14,533-97.6% | $15,856-97.8% | $41,445-99.2% |