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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 | $11,299 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.87% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $989 | $4,769-79.3% | $4,268-76.8% | $4,379-77.4% |
| Participant deferral / active EE | $1,236 | $6,350-80.5% | $5,630-78.0% | $6,730-81.6% |
| Admin fee / account holder | $721 | $18,654-96.1% | $16,006-95.5% | $14,365-95.0% |