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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 | $12,008 | $135,905-91.2% | $126,068-90.5% | $198,609-94.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.97% | 14.07%+5.9pp | 15.01%+5.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,178 | $4,245-72.3% | $3,968-70.3% | $5,055-76.7% |
| Participant deferral / active EE | $2,359 | $8,523-72.3% | $8,214-71.3% | $6,977-66.2% |
| Admin fee / account holder | $727 | $21,036-96.5% | $18,264-96.0% | $19,030-96.2% |