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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 | $8,261 | $225,673-96.3% | $203,872-95.9% | $155,188-94.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.72% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $497 | $4,099-87.9% | $3,757-86.8% | $4,248-88.3% |
| Participant deferral / active EE | $873 | $6,893-87.3% | $6,388-86.3% | $6,531-86.6% |
| Admin fee / account holder | $407 | $12,327-96.7% | $11,730-96.5% | $14,480-97.2% |