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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 | $19,281 | $167,415-88.5% | $140,514-86.3% | $198,609-90.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.70% | 13.85%+0.8pp | 14.36%+0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $4,321 | $4,088+5.7% | $3,378+27.9% | $5,055-14.5% |
| Participant deferral / active EE | $1,292 | $5,579-76.8% | $4,919-73.7% | $6,977-81.5% |
| Admin fee / account holder | $1,682 | $16,730-89.9% | $13,697-87.7% | $19,030-91.2% |