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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 | $4,721 | $162,136-97.1% | $152,301-96.9% | $154,746-96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 31.29% | 91.02%-59.7pp | 80.50%-49.2pp | 172.34%-141.1pp |
| Employer contribution / active EE | $1,605 | $4,890-67.2% | $4,624-65.3% | $4,379-63.4% |
| Participant deferral / active EE | $1,994 | $8,341-76.1% | $8,004-75.1% | $6,730-70.4% |
| Admin fee / account holder | $946 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |