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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 | $155,555-97.3% | $146,866-97.1% | $155,188-97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.25% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,119 | $4,647-75.9% | $4,425-74.7% | $4,248-73.7% |
| Participant deferral / active EE | $1,375 | $8,044-82.9% | $7,759-82.3% | $6,531-79.0% |
| Admin fee / account holder | $451 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |