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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 | $4,811 | $134,817-96.4% | $123,973-96.1% | $155,188-96.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.45% | 515.49%-495.0pp | 388.13%-367.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,648 | $4,425-62.7% | $4,126-60.0% | $4,248-61.2% |
| Participant deferral / active EE | $1,731 | $5,706-69.7% | $5,247-67.0% | $6,531-73.5% |
| Admin fee / account holder | $1,874 | $13,245-85.9% | $11,799-84.1% | $14,480-87.1% |