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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 | $9,903 | $148,582-93.3% | $135,942-92.7% | $139,456-92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.01% | 79.26%-61.2pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,489 | $5,245-71.6% | $4,858-69.4% | $4,753-68.7% |
| Participant deferral / active EE | $2,417 | $8,101-70.2% | $7,759-68.9% | $6,711-64.0% |
| Admin fee / account holder | $874 | $12,402-93.0% | $10,764-91.9% | $11,407-92.3% |