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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 | $8,751 | $155,555-94.4% | $146,866-94.0% | $155,188-94.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 13.18% | 115.41%-102.2pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $808 | $4,647-82.6% | $4,425-81.7% | $4,248-81.0% |
| Participant deferral / active EE | $1,320 | $8,044-83.6% | $7,759-83.0% | $6,531-79.8% |
| Admin fee / account holder | $861 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |