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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 | $6,797 | $148,629-95.4% | $135,982-95.0% | $139,487-95.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.88% | 79.33%-60.5pp | 68.32%-49.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,494 | $5,247-71.5% | $4,859-69.3% | $4,755-68.6% |
| Participant deferral / active EE | $1,897 | $8,102-76.6% | $7,760-75.6% | $6,713-71.7% |
| Admin fee / account holder | $529 | $12,406-95.7% | $10,767-95.1% | $11,407-95.4% |