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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 | $155,555-96.3% | $146,866-96.1% | $155,188-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.10% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,261 | $4,647-72.9% | $4,425-71.5% | $4,248-70.3% |
| Participant deferral / active EE | $2,095 | $8,044-74.0% | $7,759-73.0% | $6,531-67.9% |
| Admin fee / account holder | $374 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |