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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 | $9,087 | $165,399-94.5% | $149,745-93.9% | $158,982-94.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.16% | 348.34%-339.2pp | 276.72%-267.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,181 | $5,105-76.9% | $4,646-74.6% | $4,763-75.2% |
| Participant deferral / active EE | $1,852 | $7,183-74.2% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $2,765 | $10,811-74.4% | $9,312-70.3% | $11,252-75.4% |