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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 | $897 | $171,930-99.5% | $151,266-99.4% | $154,746-99.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 20.06% | 242.03%-222.0pp | 180.60%-160.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $812 | $4,710-82.8% | $4,237-80.8% | $4,379-81.5% |
| Participant deferral / active EE | $1,106 | $8,191-86.5% | $7,337-84.9% | $6,730-83.6% |
| Admin fee / account holder | $593 | $15,803-96.2% | $13,159-95.5% | $14,365-95.9% |