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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 | $3,502 | $172,111-98.0% | $150,298-97.7% | $137,256-97.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.57% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $906 | $4,636-80.5% | $4,154-78.2% | $4,156-78.2% |
| Participant deferral / active EE | $976 | $6,166-84.2% | $5,453-82.1% | $6,407-84.8% |
| Admin fee / account holder | $4,075 | $16,471-75.3% | $14,116-71.1% | $12,270-66.8% |