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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 | $9,778 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,174 | $5,170-77.3% | $4,617-74.6% | $4,869-75.9% |
| Participant deferral / active EE | $1,697 | $6,343-73.2% | $5,984-71.6% | $5,287-67.9% |
| Admin fee / account holder | $2,385 | $9,817-75.7% | $8,357-71.5% | $10,133-76.5% |