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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 | $2,961 | $181,062-98.4% | $158,223-98.1% | $155,188-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.30% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,065 | $4,565-76.7% | $4,109-74.1% | $4,248-74.9% |
| Participant deferral / active EE | $1,156 | $6,134-81.1% | $5,467-78.8% | $6,531-82.3% |
| Admin fee / account holder | $831 | $18,825-95.6% | $16,047-94.8% | $14,480-94.3% |