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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 | $6,149 | $129,737-95.3% | $119,126-94.8% | $154,746-96.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.04% | 379.08%-359.0pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,281 | $4,375-70.7% | $4,034-68.2% | $4,379-70.7% |
| Participant deferral / active EE | $1,396 | $5,842-76.1% | $5,318-73.7% | $6,730-79.3% |
| Admin fee / account holder | $652 | $11,961-94.5% | $10,693-93.9% | $14,365-95.5% |