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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 | $40,720 | $275,752-85.2% | $256,809-84.1% | $198,609-79.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.75% | 34.81%-30.1pp | 32.73%-28.0pp | 202.70%-197.9pp |
| Employer contribution / active EE | $5,941 | $7,721-23.0% | $7,263-18.2% | $5,055+17.5% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $438 | $25,716-98.3% | $25,146-98.3% | $19,030-97.7% |