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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 | $10,653 | $165,399-93.6% | $149,745-92.9% | $158,982-93.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.49% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $918 | $5,105-82.0% | $4,646-80.2% | $4,763-80.7% |
| Participant deferral / active EE | $1,199 | $7,183-83.3% | $6,843-82.5% | $5,983-80.0% |
| Admin fee / account holder | $895 | $10,811-91.7% | $9,312-90.4% | $11,252-92.0% |