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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 | $4,335 | $97,289-95.5% | $92,805-95.3% | $155,188-97.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 59.77% | 29.03%+30.7pp | 31.59%+28.2pp | 148.84%-89.1pp |
| Employer contribution / active EE | $1,638 | $3,632-54.9% | $3,424-52.2% | $4,248-61.4% |
| Participant deferral / active EE | $1,638 | $8,795-81.4% | $8,448-80.6% | $6,531-74.9% |
| Admin fee / account holder | $960 | $12,015-92.0% | $10,911-91.2% | $14,480-93.4% |