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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 | $138,312-86.1% | $122,979-84.3% | $155,188-87.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.70% | 22.06%-7.4pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $4,321 | $3,530+22.4% | $3,062+41.1% | $4,248+1.7% |
| Participant deferral / active EE | $1,292 | $5,592-76.9% | $5,003-74.2% | $6,531-80.2% |
| Admin fee / account holder | $1,682 | $15,089-88.9% | $12,864-86.9% | $14,480-88.4% |