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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 | $16,349 | $201,372-91.9% | $184,260-91.1% | $145,884-88.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.43% | 29.04%-2.6pp | 28.84%-2.4pp | 551.85%-525.4pp |
| Employer contribution / active EE | $1,546 | $7,024-78.0% | $6,427-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $2,319 | $9,808-76.4% | $9,133-74.6% | $6,690-65.3% |
| Admin fee / account holder | $1,000 | $16,362-93.9% | $13,898-92.8% | $13,392-92.5% |