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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 | $38,867 | $254,759-84.7% | $216,567-82.1% | $198,609-80.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.13% | 10.04%-2.9pp | 12.94%-5.8pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,500 | $6,096-42.6% | $5,216-32.9% | $5,055-30.8% |
| Participant deferral / active EE | $1,598 | $6,948-77.0% | $6,191-74.2% | $6,977-77.1% |
| Admin fee / account holder | $889 | $26,311-96.6% | $21,981-96.0% | $19,030-95.3% |