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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 | $5,047 | $99,053-94.9% | $88,179-94.3% | $138,895-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.97% | 78.17%-56.2pp | 64.97%-43.0pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,008 | $2,882-30.3% | $2,549-21.2% | $4,194-52.1% |
| Participant deferral / active EE | $818 | $5,225-84.3% | $4,614-82.3% | $6,396-87.2% |
| Admin fee / account holder | $393 | $8,748-95.5% | $7,673-94.9% | $12,562-96.9% |