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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 | $6,067 | $162,136-96.3% | $152,301-96.0% | $154,746-96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.34% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,127 | $4,890-56.5% | $4,624-54.0% | $4,379-51.4% |
| Participant deferral / active EE | $2,281 | $8,341-72.7% | $8,004-71.5% | $6,730-66.1% |
| Admin fee / account holder | $2,903 | $15,759-81.6% | $14,398-79.8% | $14,365-79.8% |