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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 | $13,286 | $167,352-92.1% | $143,788-90.8% | $134,509-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 31.90% | 0.47%+31.4pp | -0.03%+31.9pp | 418.13%-386.2pp |
| Employer contribution / active EE | $2,070 | $5,620-63.2% | $4,952-58.2% | $4,741-56.3% |
| Participant deferral / active EE | $1,358 | $6,447-78.9% | $5,638-75.9% | $6,400-78.8% |
| Admin fee / account holder | $917 | $18,091-94.9% | $14,675-93.8% | $11,427-92.0% |