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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 | $184,014-96.0% | $161,149-95.4% | $138,895-94.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.36% | 21.52%-1.2pp | 21.16%-0.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,283 | $5,055-74.6% | $4,360-70.6% | $4,194-69.4% |
| Participant deferral / active EE | $1,704 | $6,909-75.3% | $6,153-72.3% | $6,396-73.4% |
| Admin fee / account holder | $523 | $18,027-97.1% | $15,194-96.6% | $12,562-95.8% |