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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 | $6,377 | $183,627-96.5% | $155,602-95.9% | $145,978-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,121 | $5,316-78.9% | $4,675-76.0% | $4,662-76.0% |
| Participant deferral / active EE | $1,323 | $6,466-79.5% | $5,629-76.5% | $6,690-80.2% |
| Admin fee / account holder | $1,437 | $19,327-92.6% | $15,923-91.0% | $13,400-89.3% |