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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 | $158,393-99.4% | $143,412-99.4% | $155,188-99.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 20.06% | 324.22%-304.2pp | 256.99%-236.9pp | 148.84%-128.8pp |
| Employer contribution / active EE | $812 | $3,911-79.2% | $3,748-78.3% | $4,248-80.9% |
| Participant deferral / active EE | $1,106 | $7,193-84.6% | $6,816-83.8% | $6,531-83.1% |
| Admin fee / account holder | $593 | $12,964-95.4% | $11,396-94.8% | $14,480-95.9% |