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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 | $4,855 | $183,627-97.4% | $155,602-96.9% | $145,978-96.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,731 | $5,316-67.4% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $1,331 | $6,466-79.4% | $5,629-76.3% | $6,690-80.1% |
| Admin fee / account holder | $2,510 | $19,327-87.0% | $15,923-84.2% | $13,400-81.3% |