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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 | $20,176 | $213,785-90.6% | $185,441-89.1% | $155,188-87.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.25% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,273 | $5,393-57.9% | $4,672-51.4% | $4,248-46.5% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $368 | $21,134-98.3% | $17,890-97.9% | $14,480-97.5% |