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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 | $1,321 | $181,062-99.3% | $158,223-99.2% | $155,188-99.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.71% | 57.39%-34.7pp | 52.09%-29.4pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,052 | $4,565-76.9% | $4,109-74.4% | $4,248-75.2% |
| Participant deferral / active EE | $1,105 | $6,134-82.0% | $5,467-79.8% | $6,531-83.1% |
| Admin fee / account holder | $1,166 | $18,825-93.8% | $16,047-92.7% | $14,480-92.0% |