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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 | $4,235 | $162,136-97.4% | $152,301-97.2% | $154,746-97.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.11% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,077 | $4,890-78.0% | $4,624-76.7% | $4,379-75.4% |
| Participant deferral / active EE | $1,340 | $8,341-83.9% | $8,004-83.3% | $6,730-80.1% |
| Admin fee / account holder | $662 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |