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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 | $5,839 | $213,785-97.3% | $185,441-96.9% | $155,188-96.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.98% | 19.97%-2.0pp | 20.16%-2.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,167 | $5,393-78.4% | $4,672-75.0% | $4,248-72.5% |
| Participant deferral / active EE | $1,344 | $6,864-80.4% | $6,152-78.2% | $6,531-79.4% |
| Admin fee / account holder | $2,386 | $21,134-88.7% | $17,890-86.7% | $14,480-83.5% |