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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 | $5,866 | $201,264-97.1% | $184,185-96.8% | $145,978-96.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.16% | 29.00%-14.8pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,066 | $7,021-70.6% | $6,426-67.8% | $4,662-55.7% |
| Participant deferral / active EE | $2,278 | $9,806-76.8% | $9,132-75.1% | $6,690-65.9% |
| Admin fee / account holder | $3,060 | $16,376-81.3% | $13,909-78.0% | $13,400-77.2% |