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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 | $9,932 | $176,077-94.4% | $159,455-93.8% | $167,518-94.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.21% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,015 | $5,298-80.8% | $4,830-79.0% | $4,838-79.0% |
| Participant deferral / active EE | $1,714 | $7,751-77.9% | $7,353-76.7% | $6,342-73.0% |
| Admin fee / account holder | $1,174 | $12,556-90.6% | $10,800-89.1% | $12,312-90.5% |