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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 | $4,026 | $181,062-97.8% | $158,223-97.5% | $155,188-97.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.38% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,497 | $4,565-67.2% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $1,682 | $6,134-72.6% | $5,467-69.2% | $6,531-74.2% |
| Admin fee / account holder | $1,645 | $18,825-91.3% | $16,047-89.7% | $14,480-88.6% |