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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 | $6,159 | $129,737-95.3% | $119,126-94.8% | $154,746-96.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.77% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,490 | $4,375-65.9% | $4,034-63.1% | $4,379-66.0% |
| Participant deferral / active EE | $1,668 | $5,842-71.4% | $5,318-68.6% | $6,730-75.2% |
| Admin fee / account holder | $323 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |