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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 | $4,823 | $154,228-96.9% | $145,433-96.7% | $137,256-96.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.63% | 74.59%-52.0pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,214 | $4,804-74.7% | $4,554-73.4% | $4,156-70.8% |
| Participant deferral / active EE | $1,744 | $8,216-78.8% | $7,897-77.9% | $6,407-72.8% |
| Admin fee / account holder | $619 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |