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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 | $8,415 | $162,136-94.8% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.88% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,045 | $4,890-58.2% | $4,624-55.8% | $4,379-53.3% |
| Participant deferral / active EE | $2,066 | $8,341-75.2% | $8,004-74.2% | $6,730-69.3% |
| Admin fee / account holder | $4,385 | $15,759-72.2% | $14,398-69.5% | $14,365-69.5% |