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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 | $9,431 | $156,398-94.0% | $147,318-93.6% | $138,895-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.25% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,310 | $4,853-73.0% | $4,593-71.5% | $4,194-68.8% |
| Participant deferral / active EE | $1,998 | $8,237-75.7% | $7,906-74.7% | $6,396-68.8% |
| Admin fee / account holder | $12,710 | $14,976-15.1% | $13,708-7.3% | $12,562+1.2% |