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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 | $11,021 | $156,398-93.0% | $147,318-92.5% | $138,895-92.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.92% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,170 | $4,853-75.9% | $4,593-74.5% | $4,194-72.1% |
| Participant deferral / active EE | $1,464 | $8,237-82.2% | $7,906-81.5% | $6,396-77.1% |
| Admin fee / account holder | $3,661 | $14,976-75.6% | $13,708-73.3% | $12,562-70.9% |