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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 | $9,508 | $223,823-95.8% | $211,142-95.5% | $154,746-93.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.21% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,560 | $6,787-77.0% | $6,442-75.8% | $4,379-64.4% |
| Participant deferral / active EE | $1,740 | $9,750-82.2% | $9,284-81.3% | $6,730-74.2% |
| Admin fee / account holder | $1,513 | $19,707-92.3% | $19,076-92.1% | $14,365-89.5% |