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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 | $9,015 | $154,228-94.2% | $145,433-93.8% | $137,256-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,631 | $4,804-66.0% | $4,554-64.2% | $4,156-60.7% |
| Participant deferral / active EE | $1,662 | $8,216-79.8% | $7,897-79.0% | $6,407-74.1% |
| Admin fee / account holder | $3,571 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |