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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 | $6,492 | $185,312-96.5% | $161,489-96.0% | $154,746-95.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.43% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,423 | $4,769-70.2% | $4,268-66.7% | $4,379-67.5% |
| Participant deferral / active EE | $1,937 | $6,350-69.5% | $5,630-65.6% | $6,730-71.2% |
| Admin fee / account holder | $1,951 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |