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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 | $8,037 | $185,312-95.7% | $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 | 16.61% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,552 | $4,769-67.5% | $4,268-63.6% | $4,379-64.6% |
| Participant deferral / active EE | $1,892 | $6,350-70.2% | $5,630-66.4% | $6,730-71.9% |
| Admin fee / account holder | $2,620 | $18,654-86.0% | $16,006-83.6% | $14,365-81.8% |