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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 | $4,679 | $156,398-97.0% | $147,318-96.8% | $138,895-96.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.54% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $942 | $4,853-80.6% | $4,593-79.5% | $4,194-77.5% |
| Participant deferral / active EE | $1,191 | $8,237-85.5% | $7,906-84.9% | $6,396-81.4% |
| Admin fee / account holder | $690 | $14,976-95.4% | $13,708-95.0% | $12,562-94.5% |