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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 | $8,468 | $136,860-93.8% | $120,344-93.0% | $154,746-94.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.48% | 21.38%-10.9pp | 20.30%-9.8pp | 172.34%-161.9pp |
| Employer contribution / active EE | $877 | $3,533-75.2% | $3,020-71.0% | $4,379-80.0% |
| Participant deferral / active EE | $1,656 | $5,793-71.4% | $5,135-67.7% | $6,730-75.4% |
| Admin fee / account holder | $1,883 | $15,393-87.8% | $12,742-85.2% | $14,365-86.9% |