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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 | $1,563 | $174,379-99.1% | $152,093-99.0% | $138,895-98.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.46% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,193 | $4,652-74.3% | $4,175-71.4% | $4,194-71.6% |
| Participant deferral / active EE | $1,165 | $6,159-81.1% | $5,451-78.6% | $6,396-81.8% |
| Admin fee / account holder | $3,300 | $16,880-80.5% | $14,497-77.2% | $12,562-73.7% |