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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 | $12,350 | $135,956-90.9% | $123,894-90.0% | $273,972-95.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.29% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,547 | $5,170-70.1% | $4,617-66.5% | $4,869-68.2% |
| Participant deferral / active EE | $147 | $6,343-97.7% | $5,984-97.5% | $5,287-97.2% |
| Admin fee / account holder | $742 | $9,817-92.4% | $8,357-91.1% | $10,133-92.7% |