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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 | $7,942 | $155,555-94.9% | $146,866-94.6% | $155,188-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 115.74% | 115.41%+0.3pp | 102.85%+12.9pp | 148.84%-33.1pp |
| Employer contribution / active EE | $889 | $4,647-80.9% | $4,425-79.9% | $4,248-79.1% |
| Participant deferral / active EE | $1,269 | $8,044-84.2% | $7,759-83.6% | $6,531-80.6% |
| Admin fee / account holder | $909 | $14,755-93.8% | $13,620-93.3% | $14,480-93.7% |