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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 | $5,755 | $156,398-96.3% | $147,318-96.1% | $138,895-95.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.23% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $919 | $4,853-81.1% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,797 | $8,237-78.2% | $7,906-77.3% | $6,396-71.9% |
| Admin fee / account holder | $762 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |