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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 | $14,810 | $135,905-89.1% | $126,068-88.3% | $198,609-92.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 16.78% | 14.07%+2.7pp | 15.01%+1.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,051 | $4,245-75.3% | $3,968-73.5% | $5,055-79.2% |
| Participant deferral / active EE | $1,905 | $8,523-77.7% | $8,214-76.8% | $6,977-72.7% |
| Admin fee / account holder | $1,097 | $21,036-94.8% | $18,264-94.0% | $19,030-94.2% |