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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 | $15,903 | $135,905-88.3% | $126,068-87.4% | $198,609-92.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.98% | 14.07%+7.9pp | 15.01%+7.0pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,882 | $4,245-32.1% | $3,968-27.4% | $5,055-43.0% |
| Participant deferral / active EE | $2,465 | $8,523-71.1% | $8,214-70.0% | $6,977-64.7% |
| Admin fee / account holder | $1,488 | $21,036-92.9% | $18,264-91.9% | $19,030-92.2% |