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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 | $6,993 | $165,361-95.8% | $149,715-95.3% | $158,950-95.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.04% | 348.24%-329.2pp | 276.66%-257.6pp | 302.91%-283.9pp |
| Employer contribution / active EE | $1,612 | $5,103-68.4% | $4,645-65.3% | $4,762-66.2% |
| Participant deferral / active EE | $2,020 | $7,182-71.9% | $6,842-70.5% | $5,983-66.2% |
| Admin fee / account holder | $2,686 | $10,808-75.1% | $9,310-71.1% | $11,248-76.1% |