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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 | $3,700 | $185,312-98.0% | $161,489-97.7% | $154,746-97.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.38% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,395 | $4,769-70.8% | $4,268-67.3% | $4,379-68.1% |
| Participant deferral / active EE | $1,639 | $6,350-74.2% | $5,630-70.9% | $6,730-75.7% |
| Admin fee / account holder | $1,696 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |