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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 | $8,450 | $184,014-95.4% | $161,149-94.8% | $138,895-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.18% | 21.52%-8.3pp | 21.16%-8.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,324 | $5,055-73.8% | $4,360-69.6% | $4,194-68.4% |
| Participant deferral / active EE | $1,883 | $6,909-72.7% | $6,153-69.4% | $6,396-70.6% |
| Admin fee / account holder | $4,338 | $18,027-75.9% | $15,194-71.4% | $12,562-65.5% |