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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 | $6,844 | $155,555-95.6% | $146,866-95.3% | $155,188-95.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.05% | 115.41%-104.4pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,979 | $4,647-57.4% | $4,425-55.3% | $4,248-53.4% |
| Participant deferral / active EE | $2,414 | $8,044-70.0% | $7,759-68.9% | $6,531-63.0% |
| Admin fee / account holder | $2,756 | $14,755-81.3% | $13,620-79.8% | $14,480-81.0% |