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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 | $184,014-87.3% | $161,149-85.5% | $138,895-83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.49% | 21.52%-11.0pp | 21.16%-10.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $4,226 | $5,055-16.4% | $4,360-3.1% | $4,194+0.7% |
| Participant deferral / active EE | $1,087 | $6,909-84.3% | $6,153-82.3% | $6,396-83.0% |
| Admin fee / account holder | $6,243 | $18,027-65.4% | $15,194-58.9% | $12,562-50.3% |