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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 | $8,559 | $154,228-94.5% | $145,433-94.1% | $137,256-93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.36% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,286 | $4,804-73.2% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $2,357 | $8,216-71.3% | $7,897-70.2% | $6,407-63.2% |
| Admin fee / account holder | $477 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |