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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 | $10,673 | $156,398-93.2% | $147,318-92.8% | $138,895-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.57% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,184 | $4,853-75.6% | $4,593-74.2% | $4,194-71.8% |
| Participant deferral / active EE | $1,610 | $8,237-80.5% | $7,906-79.6% | $6,396-74.8% |
| Admin fee / account holder | $1,064 | $14,976-92.9% | $13,708-92.2% | $12,562-91.5% |