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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 | $7,351 | $209,336-96.5% | $197,124-96.3% | $137,256-94.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.08% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,473 | $6,591-77.6% | $6,227-76.3% | $4,156-64.5% |
| Participant deferral / active EE | $2,184 | $9,614-77.3% | $9,135-76.1% | $6,407-65.9% |
| Admin fee / account holder | $6,836 | $17,308-60.5% | $16,298-58.1% | $12,270-44.3% |