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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 | $16,400 | $135,905-87.9% | $126,068-87.0% | $198,609-91.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.23% | 14.07%+6.2pp | 15.01%+5.2pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,128 | $4,245-73.4% | $3,968-71.6% | $5,055-77.7% |
| Participant deferral / active EE | $3,023 | $8,523-64.5% | $8,214-63.2% | $6,977-56.7% |
| Admin fee / account holder | $474 | $21,036-97.7% | $18,264-97.4% | $19,030-97.5% |