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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 | $4,312 | $162,136-97.3% | $152,301-97.2% | $154,746-97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.74% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,863 | $4,890-41.5% | $4,624-38.1% | $4,379-34.6% |
| Participant deferral / active EE | $1,267 | $8,341-84.8% | $8,004-84.2% | $6,730-81.2% |
| Admin fee / account holder | $2,016 | $15,759-87.2% | $14,398-86.0% | $14,365-86.0% |