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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 | $6,625 | $154,228-95.7% | $145,433-95.4% | $137,256-95.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 47.27% | 74.59%-27.3pp | 66.58%-19.3pp | 220.34%-173.1pp |
| Employer contribution / active EE | $2,120 | $4,804-55.9% | $4,554-53.5% | $4,156-49.0% |
| Participant deferral / active EE | $1,703 | $8,216-79.3% | $7,897-78.4% | $6,407-73.4% |
| Admin fee / account holder | $324 | $14,344-97.7% | $13,129-97.5% | $12,270-97.4% |