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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 | $4,253 | $181,062-97.7% | $158,223-97.3% | $155,188-97.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.13% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $951 | $4,565-79.2% | $4,109-76.8% | $4,248-77.6% |
| Participant deferral / active EE | $1,102 | $6,134-82.0% | $5,467-79.8% | $6,531-83.1% |
| Admin fee / account holder | $801 | $18,825-95.7% | $16,047-95.0% | $14,480-94.5% |