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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 | $3,191 | $185,312-98.3% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.84% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,352 | $4,769-71.7% | $4,268-68.3% | $4,379-69.1% |
| Participant deferral / active EE | $1,562 | $6,350-75.4% | $5,630-72.3% | $6,730-76.8% |
| Admin fee / account holder | $598 | $18,654-96.8% | $16,006-96.3% | $14,365-95.8% |