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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 | $9,629 | $172,111-94.4% | $150,298-93.6% | $137,256-93.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.59% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $864 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $171 | $6,166-97.2% | $5,453-96.9% | $6,407-97.3% |
| Admin fee / account holder | $357 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |