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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 | $7,440 | $156,398-95.2% | $147,318-95.0% | $138,895-94.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.73% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,555 | $4,853-68.0% | $4,593-66.2% | $4,194-62.9% |
| Participant deferral / active EE | $1,833 | $8,237-77.7% | $7,906-76.8% | $6,396-71.3% |
| Admin fee / account holder | $1,267 | $14,976-91.5% | $13,708-90.8% | $12,562-89.9% |