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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 | $162,136-94.4% | $152,301-94.1% | $154,746-94.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.97% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,631 | $4,890-66.6% | $4,624-64.7% | $4,379-62.7% |
| Participant deferral / active EE | $1,662 | $8,341-80.1% | $8,004-79.2% | $6,730-75.3% |
| Admin fee / account holder | $3,571 | $15,759-77.3% | $14,398-75.2% | $14,365-75.1% |