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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 | $6,037 | $225,673-97.3% | $203,872-97.0% | $155,188-96.1% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 16.78% | 95.91%-79.1pp | 85.11%-68.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $432 | $4,099-89.5% | $3,757-88.5% | $4,248-89.8% |
| Participant deferral / active EE | $832 | $6,893-87.9% | $6,388-87.0% | $6,531-87.3% |
| Admin fee / account holder | $1,068 | $12,327-91.3% | $11,730-90.9% | $14,480-92.6% |