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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 | $5,543 | $156,398-96.5% | $147,318-96.2% | $138,895-96.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.99% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,470 | $4,853-69.7% | $4,593-68.0% | $4,194-65.0% |
| Participant deferral / active EE | $1,947 | $8,237-76.4% | $7,906-75.4% | $6,396-69.6% |
| Admin fee / account holder | $2,018 | $14,976-86.5% | $13,708-85.3% | $12,562-83.9% |