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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 | $22,008 | $167,522-86.9% | $151,639-85.5% | $134,532-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.75% | 7.81%-7.1pp | 3.34%-2.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $1,590 | $6,828-76.7% | $6,165-74.2% | $4,741-66.5% |
| Participant deferral / active EE | $1,689 | $8,986-81.2% | $8,363-79.8% | $6,401-73.6% |
| Admin fee / account holder | $34,856 | $13,780+153.0% | $11,613+200.1% | $11,429+205.0% |