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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 | $5,750 | $156,398-96.3% | $147,318-96.1% | $138,895-95.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.10% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,261 | $4,853-74.0% | $4,593-72.5% | $4,194-69.9% |
| Participant deferral / active EE | $2,095 | $8,237-74.6% | $7,906-73.5% | $6,396-67.3% |
| Admin fee / account holder | $374 | $14,976-97.5% | $13,708-97.3% | $12,562-97.0% |