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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 | $3,094 | $134,817-97.7% | $123,973-97.5% | $155,188-98.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.43% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,044 | $4,425-76.4% | $4,126-74.7% | $4,248-75.4% |
| Participant deferral / active EE | $1,026 | $5,706-82.0% | $5,247-80.4% | $6,531-84.3% |
| Admin fee / account holder | $1,723 | $13,245-87.0% | $11,799-85.4% | $14,480-88.1% |