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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 | $4,743 | $155,555-97.0% | $146,866-96.8% | $155,188-96.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.64% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $759 | $4,647-83.7% | $4,425-82.9% | $4,248-82.1% |
| Participant deferral / active EE | $1,233 | $8,044-84.7% | $7,759-84.1% | $6,531-81.1% |
| Admin fee / account holder | $1,150 | $14,755-92.2% | $13,620-91.6% | $14,480-92.1% |