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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 | $7,206 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.95% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,054 | $4,853-78.3% | $4,593-77.1% | $4,194-74.9% |
| Participant deferral / active EE | $1,553 | $8,237-81.1% | $7,906-80.4% | $6,396-75.7% |
| Admin fee / account holder | $550 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |