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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 | $8,676 | $201,344-95.7% | $184,243-95.3% | $145,877-94.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,751 | $7,022-75.1% | $6,427-72.8% | $4,663-62.5% |
| Participant deferral / active EE | $2,122 | $9,807-78.4% | $9,132-76.8% | $6,691-68.3% |
| Admin fee / account holder | $1,456 | $16,382-91.1% | $13,914-89.5% | $13,402-89.1% |