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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 | $7,072 | $162,136-95.6% | $152,301-95.4% | $154,746-95.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.30% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,093 | $4,890-77.6% | $4,624-76.4% | $4,379-75.0% |
| Participant deferral / active EE | $1,506 | $8,341-81.9% | $8,004-81.2% | $6,730-77.6% |
| Admin fee / account holder | $1,199 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |