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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 | $23,323 | $254,759-90.8% | $216,567-89.2% | $198,609-88.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.49% | 10.04%+0.4pp | 12.94%-2.5pp | 202.70%-192.2pp |
| Employer contribution / active EE | $4,226 | $6,096-30.7% | $5,216-19.0% | $5,055-16.4% |
| Participant deferral / active EE | $1,087 | $6,948-84.4% | $6,191-82.4% | $6,977-84.4% |
| Admin fee / account holder | $6,243 | $26,311-76.3% | $21,981-71.6% | $19,030-67.2% |