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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 | $2,216 | $154,228-98.6% | $145,433-98.5% | $137,256-98.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.95% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $986 | $4,804-79.5% | $4,554-78.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,608 | $8,216-80.4% | $7,897-79.6% | $6,407-74.9% |
| Admin fee / account holder | $8,752 | $14,344-39.0% | $13,129-33.3% | $12,270-28.7% |