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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 | $4,997 | $181,062-97.2% | $158,223-96.8% | $155,188-96.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.67% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,699 | $4,565-62.8% | $4,109-58.6% | $4,248-60.0% |
| Participant deferral / active EE | $1,547 | $6,134-74.8% | $5,467-71.7% | $6,531-76.3% |
| Admin fee / account holder | $2,489 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |