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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 | $5,729 | $185,312-96.9% | $161,489-96.5% | $154,746-96.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.15% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,193 | $4,769-75.0% | $4,268-72.1% | $4,379-72.8% |
| Participant deferral / active EE | $1,969 | $6,350-69.0% | $5,630-65.0% | $6,730-70.7% |
| Admin fee / account holder | $372 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |