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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 | $4,403 | $134,817-96.7% | $123,973-96.4% | $155,188-97.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.98% | 515.49%-497.5pp | 388.13%-370.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,274 | $4,425-71.2% | $4,126-69.1% | $4,248-70.0% |
| Participant deferral / active EE | $1,299 | $5,706-77.2% | $5,247-75.3% | $6,531-80.1% |
| Admin fee / account holder | $369 | $13,245-97.2% | $11,799-96.9% | $14,480-97.5% |