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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 | $4,153 | $174,379-97.6% | $152,093-97.3% | $138,895-97.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.26% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $1,232 | $4,652-73.5% | $4,175-70.5% | $4,194-70.6% |
| Participant deferral / active EE | $1,413 | $6,159-77.1% | $5,451-74.1% | $6,396-77.9% |
| Admin fee / account holder | $667 | $16,880-96.1% | $14,497-95.4% | $12,562-94.7% |