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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 | $8,147 | $155,555-94.8% | $146,866-94.5% | $155,188-94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.92% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,446 | $4,647-68.9% | $4,425-67.3% | $4,248-66.0% |
| Participant deferral / active EE | $2,169 | $8,044-73.0% | $7,759-72.0% | $6,531-66.8% |
| Admin fee / account holder | $2,185 | $14,755-85.2% | $13,620-84.0% | $14,480-84.9% |