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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 | $9,007 | $154,228-94.2% | $145,433-93.8% | $137,256-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.73% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,773 | $4,804-63.1% | $4,554-61.1% | $4,156-57.3% |
| Participant deferral / active EE | $1,308 | $8,216-84.1% | $7,897-83.4% | $6,407-79.6% |
| Admin fee / account holder | $511 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |