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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 | $6,396 | $154,228-95.9% | $145,433-95.6% | $137,256-95.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.94% | 74.59%-38.6pp | 66.58%-30.6pp | 220.34%-184.4pp |
| Employer contribution / active EE | $1,493 | $4,804-68.9% | $4,554-67.2% | $4,156-64.1% |
| Participant deferral / active EE | $1,834 | $8,216-77.7% | $7,897-76.8% | $6,407-71.4% |
| Admin fee / account holder | $1,468 | $14,344-89.8% | $13,129-88.8% | $12,270-88.0% |