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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 | $7,070 | $156,398-95.5% | $147,318-95.2% | $138,895-94.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.60% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $976 | $4,853-79.9% | $4,593-78.7% | $4,194-76.7% |
| Participant deferral / active EE | $1,592 | $8,237-80.7% | $7,906-79.9% | $6,396-75.1% |
| Admin fee / account holder | $707 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |