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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 | $3,990 | $181,062-97.8% | $158,223-97.5% | $155,188-97.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.41% | 57.39%-29.0pp | 52.09%-23.7pp | 148.84%-120.4pp |
| Employer contribution / active EE | $1,399 | $4,565-69.4% | $4,109-66.0% | $4,248-67.1% |
| Participant deferral / active EE | $1,805 | $6,134-70.6% | $5,467-67.0% | $6,531-72.4% |
| Admin fee / account holder | $588 | $18,825-96.9% | $16,047-96.3% | $14,480-95.9% |