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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 | $6,328 | $148,623-95.7% | $135,974-95.3% | $139,466-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.27% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,281 | $5,246-75.6% | $4,859-73.6% | $4,754-73.0% |
| Participant deferral / active EE | $2,136 | $8,103-73.6% | $7,760-72.5% | $6,712-68.2% |
| Admin fee / account holder | $614 | $12,406-95.1% | $10,767-94.3% | $11,409-94.6% |