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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 | $7,239 | $209,874-96.6% | $189,537-96.2% | $167,536-95.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 748.61%-731.6pp | 555.34%-538.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $1,732 | $6,913-75.0% | $6,161-71.9% | $4,839-64.2% |
| Participant deferral / active EE | $1,883 | $8,934-78.9% | $8,220-77.1% | $6,342-70.3% |
| Admin fee / account holder | $719 | $14,299-95.0% | $12,048-94.0% | $12,315-94.2% |