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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 | $5,843 | $185,312-96.8% | $161,489-96.4% | $154,746-96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.26% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,376 | $4,769-71.1% | $4,268-67.8% | $4,379-68.6% |
| Participant deferral / active EE | $1,594 | $6,350-74.9% | $5,630-71.7% | $6,730-76.3% |
| Admin fee / account holder | $2,840 | $18,654-84.8% | $16,006-82.3% | $14,365-80.2% |