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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 | $3,780 | $155,555-97.6% | $146,866-97.4% | $155,188-97.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 33.42% | 115.41%-82.0pp | 102.85%-69.4pp | 148.84%-115.4pp |
| Employer contribution / active EE | $1,411 | $4,647-69.6% | $4,425-68.1% | $4,248-66.8% |
| Participant deferral / active EE | $1,997 | $8,044-75.2% | $7,759-74.3% | $6,531-69.4% |
| Admin fee / account holder | $2,620 | $14,755-82.2% | $13,620-80.8% | $14,480-81.9% |