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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 | $3,447 | $155,555-97.8% | $146,866-97.7% | $155,188-97.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 16.89% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-131.9pp |
| Employer contribution / active EE | $994 | $4,647-78.6% | $4,425-77.5% | $4,248-76.6% |
| Participant deferral / active EE | $1,156 | $8,044-85.6% | $7,759-85.1% | $6,531-82.3% |
| Admin fee / account holder | $892 | $14,755-94.0% | $13,620-93.5% | $14,480-93.8% |