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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 | $8,503 | $181,062-95.3% | $158,223-94.6% | $155,188-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.90% | 57.39%-34.5pp | 52.09%-29.2pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,511 | $4,565-66.9% | $4,109-63.2% | $4,248-64.4% |
| Participant deferral / active EE | $1,692 | $6,134-72.4% | $5,467-69.1% | $6,531-74.1% |
| Admin fee / account holder | $2,278 | $18,825-87.9% | $16,047-85.8% | $14,480-84.3% |