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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 | $7,823 | $185,312-95.8% | $161,489-95.2% | $154,746-94.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.83% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,292 | $4,769-72.9% | $4,268-69.7% | $4,379-70.5% |
| Participant deferral / active EE | $1,544 | $6,350-75.7% | $5,630-72.6% | $6,730-77.1% |
| Admin fee / account holder | $963 | $18,654-94.8% | $16,006-94.0% | $14,365-93.3% |