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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 | $2,667 | $185,312-98.6% | $161,489-98.3% | $154,746-98.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.72% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,308 | $4,769-72.6% | $4,268-69.4% | $4,379-70.1% |
| Participant deferral / active EE | $1,308 | $6,350-79.4% | $5,630-76.8% | $6,730-80.6% |
| Admin fee / account holder | $472 | $18,654-97.5% | $16,006-97.0% | $14,365-96.7% |