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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 | $6,751 | $201,344-96.6% | $184,243-96.3% | $145,877-95.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.09% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,467 | $7,022-79.1% | $6,427-77.2% | $4,663-68.5% |
| Participant deferral / active EE | $2,472 | $9,807-74.8% | $9,132-72.9% | $6,691-63.1% |
| Admin fee / account holder | $1,256 | $16,382-92.3% | $13,914-91.0% | $13,402-90.6% |