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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 | $5,720 | $197,625-97.1% | $177,840-96.8% | $158,966-96.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.26% | 58.76%-45.5pp | 48.32%-35.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,533 | $6,698-77.1% | $5,919-74.1% | $4,762-67.8% |
| Participant deferral / active EE | $1,611 | $8,405-80.8% | $7,714-79.1% | $5,983-73.1% |
| Admin fee / account holder | $668 | $15,405-95.7% | $12,431-94.6% | $11,250-94.1% |