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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 | $5,871 | $212,386-97.2% | $199,883-97.1% | $138,895-95.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.38% | 47.75%-29.4pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,809 | $6,625-72.7% | $6,261-71.1% | $4,194-56.9% |
| Participant deferral / active EE | $2,930 | $9,617-69.5% | $9,138-67.9% | $6,396-54.2% |
| Admin fee / account holder | $897 | $18,233-95.1% | $17,268-94.8% | $12,562-92.9% |