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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 | $174,379-95.6% | $152,093-95.0% | $138,895-94.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.88% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,322 | $4,652-71.6% | $4,175-68.3% | $4,194-68.5% |
| Participant deferral / active EE | $1,614 | $6,159-73.8% | $5,451-70.4% | $6,396-74.8% |
| Admin fee / account holder | $479 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |