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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 | $9,332 | $156,398-94.0% | $147,318-93.7% | $138,895-93.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,491 | $4,853-69.3% | $4,593-67.5% | $4,194-64.5% |
| Participant deferral / active EE | $1,764 | $8,237-78.6% | $7,906-77.7% | $6,396-72.4% |
| Admin fee / account holder | $2,610 | $14,976-82.6% | $13,708-81.0% | $12,562-79.2% |