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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 | $8,727 | $201,370-95.7% | $184,256-95.3% | $145,897-94.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,695 | $7,024-75.9% | $6,427-73.6% | $4,663-63.6% |
| Participant deferral / active EE | $2,854 | $9,808-70.9% | $9,133-68.8% | $6,689-57.3% |
| Admin fee / account holder | $1,061 | $16,364-93.5% | $13,899-92.4% | $13,390-92.1% |