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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 | $6,036 | $181,896-96.7% | $156,551-96.1% | $273,972-97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 48.71% | 30.74%+18.0pp | 32.23%+16.5pp | 41.46%+7.3pp |
| Employer contribution / active EE | $3,301 | $6,248-47.2% | $5,501-40.0% | $4,869-32.2% |
| Participant deferral / active EE | $744 | $5,550-86.6% | $4,871-84.7% | $5,287-85.9% |
| Admin fee / account holder | $1,220 | $15,560-92.2% | $13,028-90.6% | $10,133-88.0% |