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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 | $22,188 | $185,141-88.0% | $153,416-85.5% | $155,188-85.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.23% | 18.72%-6.5pp | 17.84%-5.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $3,185 | $4,489-29.1% | $3,764-15.4% | $4,248-25.0% |
| Participant deferral / active EE | $966 | $5,477-82.4% | $4,723-79.5% | $6,531-85.2% |
| Admin fee / account holder | $1,335 | $16,005-91.7% | $13,095-89.8% | $14,480-90.8% |