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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 | $5,398 | $275,752-98.0% | $256,809-97.9% | $198,609-97.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.40% | 34.81%-20.4pp | 32.73%-18.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,439 | $7,721-68.4% | $7,263-66.4% | $5,055-51.8% |
| Participant deferral / active EE | $4,181 | $10,037-58.3% | $9,520-56.1% | $6,977-40.1% |
| Admin fee / account holder | $582 | $25,716-97.7% | $25,146-97.7% | $19,030-96.9% |