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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 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.30% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,093 | $4,804-77.2% | $4,554-76.0% | $4,156-73.7% |
| Participant deferral / active EE | $1,506 | $8,216-81.7% | $7,897-80.9% | $6,407-76.5% |
| Admin fee / account holder | $1,199 | $14,344-91.6% | $13,129-90.9% | $12,270-90.2% |