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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 | $5,917 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,056 | $4,636-77.2% | $4,154-74.6% | $4,156-74.6% |
| Participant deferral / active EE | $1,056 | $6,166-82.9% | $5,453-80.6% | $6,407-83.5% |
| Admin fee / account holder | $2,177 | $16,471-86.8% | $14,116-84.6% | $12,270-82.3% |