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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 | $1,232 | $148,558-99.2% | $135,925-99.1% | $139,427-99.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.65% | 79.22%-63.6pp | 68.25%-52.6pp | 373.27%-357.6pp |
| Employer contribution / active EE | $1,140 | $5,244-78.3% | $4,857-76.5% | $4,752-76.0% |
| Participant deferral / active EE | $1,765 | $8,101-78.2% | $7,759-77.3% | $6,711-73.7% |
| Admin fee / account holder | $1,698 | $12,401-86.3% | $10,764-84.2% | $11,404-85.1% |