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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 | $4,398 | $185,312-97.6% | $161,489-97.3% | $154,746-97.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 30.79% | 103.84%-73.0pp | 89.72%-58.9pp | 172.34%-141.5pp |
| Employer contribution / active EE | $1,524 | $4,769-68.0% | $4,268-64.3% | $4,379-65.2% |
| Participant deferral / active EE | $1,642 | $6,350-74.1% | $5,630-70.8% | $6,730-75.6% |
| Admin fee / account holder | $638 | $18,654-96.6% | $16,006-96.0% | $14,365-95.6% |