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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 | $5,209 | $155,555-96.7% | $146,866-96.5% | $155,188-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.48% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,103 | $4,647-76.3% | $4,425-75.1% | $4,248-74.0% |
| Participant deferral / active EE | $1,960 | $8,044-75.6% | $7,759-74.7% | $6,531-70.0% |
| Admin fee / account holder | $637 | $14,755-95.7% | $13,620-95.3% | $14,480-95.6% |