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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 | $8,468 | $138,312-93.9% | $122,979-93.1% | $155,188-94.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.48% | 22.06%-11.6pp | 20.12%-9.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $877 | $3,530-75.2% | $3,062-71.4% | $4,248-79.4% |
| Participant deferral / active EE | $1,656 | $5,592-70.4% | $5,003-66.9% | $6,531-74.6% |
| Admin fee / account holder | $1,883 | $15,089-87.5% | $12,864-85.4% | $14,480-87.0% |