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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 | $1,618 | $156,398-99.0% | $147,318-98.9% | $138,895-98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.61% | 78.75%-49.1pp | 70.43%-40.8pp | 145.39%-115.8pp |
| Employer contribution / active EE | $1,193 | $4,853-75.4% | $4,593-74.0% | $4,194-71.6% |
| Participant deferral / active EE | $1,313 | $8,237-84.1% | $7,906-83.4% | $6,396-79.5% |
| Admin fee / account holder | $2,020 | $14,976-86.5% | $13,708-85.3% | $12,562-83.9% |