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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 | $6,916 | $154,228-95.5% | $145,433-95.2% | $137,256-95.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,484 | $4,804-69.1% | $4,554-67.4% | $4,156-64.3% |
| Participant deferral / active EE | $1,876 | $8,216-77.2% | $7,897-76.2% | $6,407-70.7% |
| Admin fee / account holder | $1,204 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |