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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 | $6,201 | $165,399-96.3% | $149,745-95.9% | $158,982-96.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.77% | 348.34%-333.6pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,211 | $5,105-37.1% | $4,646-30.9% | $4,763-32.6% |
| Participant deferral / active EE | $322 | $7,183-95.5% | $6,843-95.3% | $5,983-94.6% |
| Admin fee / account holder | $379 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |