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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 | $185,312-96.8% | $161,489-96.3% | $154,746-96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.24% | 103.84%-91.6pp | 89.72%-77.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,056 | $4,769-77.9% | $4,268-75.3% | $4,379-75.9% |
| Participant deferral / active EE | $1,056 | $6,350-83.4% | $5,630-81.2% | $6,730-84.3% |
| Admin fee / account holder | $2,177 | $18,654-88.3% | $16,006-86.4% | $14,365-84.8% |