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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 | $4,519 | $165,361-97.3% | $149,715-97.0% | $158,950-97.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.01% | 348.24%-326.2pp | 276.66%-254.7pp | 302.91%-280.9pp |
| Employer contribution / active EE | $998 | $5,103-80.4% | $4,645-78.5% | $4,762-79.0% |
| Participant deferral / active EE | $2,162 | $7,182-69.9% | $6,842-68.4% | $5,983-63.9% |
| Admin fee / account holder | $962 | $10,808-91.1% | $9,310-89.7% | $11,248-91.5% |