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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 | $7,433 | $199,109-96.3% | $173,730-95.7% | $154,746-95.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.36% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,283 | $5,311-75.8% | $4,577-72.0% | $4,379-70.7% |
| Participant deferral / active EE | $1,704 | $7,113-76.0% | $6,326-73.1% | $6,730-74.7% |
| Admin fee / account holder | $523 | $20,916-97.5% | $17,523-97.0% | $14,365-96.4% |