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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 | $7,617 | $181,062-95.8% | $158,223-95.2% | $155,188-95.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.88% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,322 | $4,565-71.0% | $4,109-67.8% | $4,248-68.9% |
| Participant deferral / active EE | $1,614 | $6,134-73.7% | $5,467-70.5% | $6,531-75.3% |
| Admin fee / account holder | $479 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |