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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 | $7,836 | $172,111-95.4% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.66% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $942 | $4,636-79.7% | $4,154-77.3% | $4,156-77.3% |
| Participant deferral / active EE | $1,520 | $6,166-75.3% | $5,453-72.1% | $6,407-76.3% |
| Admin fee / account holder | $322 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |