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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 | $5,214 | $162,136-96.8% | $152,301-96.6% | $154,746-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 31.10% | 91.02%-59.9pp | 80.50%-49.4pp | 172.34%-141.2pp |
| Employer contribution / active EE | $1,539 | $4,890-68.5% | $4,624-66.7% | $4,379-64.9% |
| Participant deferral / active EE | $1,918 | $8,341-77.0% | $8,004-76.0% | $6,730-71.5% |
| Admin fee / account holder | $1,620 | $15,759-89.7% | $14,398-88.7% | $14,365-88.7% |