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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 | $8,062 | $185,312-95.6% | $161,489-95.0% | $154,746-94.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.06% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,182 | $4,769-75.2% | $4,268-72.3% | $4,379-73.0% |
| Participant deferral / active EE | $1,613 | $6,350-74.6% | $5,630-71.4% | $6,730-76.0% |
| Admin fee / account holder | $6,080 | $18,654-67.4% | $16,006-62.0% | $14,365-57.7% |