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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 | $1,857 | $139,948-98.7% | $121,663-98.5% | $154,746-98.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.43% | 230.52%-211.1pp | 147.54%-128.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $727 | $3,521-79.4% | $3,020-75.9% | $4,379-83.4% |
| Participant deferral / active EE | $780 | $5,629-86.1% | $4,887-84.0% | $6,730-88.4% |
| Admin fee / account holder | $434 | $17,321-97.5% | $14,289-97.0% | $14,365-97.0% |