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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 | $9,124 | $199,109-95.4% | $173,730-94.7% | $154,746-94.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.90% | 20.02%-10.1pp | 19.96%-10.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,542 | $5,311-71.0% | $4,577-66.3% | $4,379-64.8% |
| Participant deferral / active EE | $2,052 | $7,113-71.2% | $6,326-67.6% | $6,730-69.5% |
| Admin fee / account holder | $7,008 | $20,916-66.5% | $17,523-60.0% | $14,365-51.2% |