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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 | $4,381 | $97,289-95.5% | $92,805-95.3% | $155,188-97.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 15.15% | 29.03%-13.9pp | 31.59%-16.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $915 | $3,632-74.8% | $3,424-73.3% | $4,248-78.5% |
| Participant deferral / active EE | $1,111 | $8,795-87.4% | $8,448-86.9% | $6,531-83.0% |
| Admin fee / account holder | $1,771 | $12,015-85.3% | $10,911-83.8% | $14,480-87.8% |