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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 | $20,217 | $88,583-77.2% | $88,497-77.2% | $273,972-92.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 19.46% | 5.68%+13.8pp | 7.63%+11.8pp | 41.46%-22.0pp |
| Employer contribution / active EE | $20,570 | $4,502+356.9% | $4,036+409.6% | $4,869+322.5% |
| Participant deferral / active EE | $273 | $4,891-94.4% | $4,899-94.4% | $5,287-94.8% |
| Admin fee / account holder | $2,639 | $8,980-70.6% | $6,220-57.6% | $10,133-74.0% |