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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 | $6,984 | $201,372-96.5% | $184,260-96.2% | $145,884-95.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.65% | 29.04%-13.4pp | 28.84%-13.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,751 | $7,024-75.1% | $6,427-72.8% | $4,662-62.5% |
| Participant deferral / active EE | $2,691 | $9,808-72.6% | $9,133-70.5% | $6,690-59.8% |
| Admin fee / account holder | $929 | $16,362-94.3% | $13,898-93.3% | $13,392-93.1% |