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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 | $6,248 | $181,062-96.5% | $158,223-96.1% | $155,188-96.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.90% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,487 | $4,565-67.4% | $4,109-63.8% | $4,248-65.0% |
| Participant deferral / active EE | $1,587 | $6,134-74.1% | $5,467-71.0% | $6,531-75.7% |
| Admin fee / account holder | $695 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |