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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 | $4,230 | $156,398-97.3% | $147,318-97.1% | $138,895-97.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.25% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,119 | $4,853-76.9% | $4,593-75.6% | $4,194-73.3% |
| Participant deferral / active EE | $1,375 | $8,237-83.3% | $7,906-82.6% | $6,396-78.5% |
| Admin fee / account holder | $451 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |