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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 | $155,555-96.3% | $146,866-96.1% | $155,188-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.23% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $919 | $4,647-80.2% | $4,425-79.2% | $4,248-78.4% |
| Participant deferral / active EE | $1,797 | $8,044-77.7% | $7,759-76.8% | $6,531-72.5% |
| Admin fee / account holder | $762 | $14,755-94.8% | $13,620-94.4% | $14,480-94.7% |