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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 | $6,401 | $156,398-95.9% | $147,318-95.7% | $138,895-95.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.90% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,528 | $4,853-68.5% | $4,593-66.7% | $4,194-63.6% |
| Participant deferral / active EE | $2,115 | $8,237-74.3% | $7,906-73.2% | $6,396-66.9% |
| Admin fee / account holder | $4,678 | $14,976-68.8% | $13,708-65.9% | $12,562-62.8% |