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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 | $5,158 | $154,228-96.7% | $145,433-96.5% | $137,256-96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.81% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,186 | $4,804-75.3% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $1,345 | $8,216-83.6% | $7,897-83.0% | $6,407-79.0% |
| Admin fee / account holder | $1,475 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |