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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 | $14,022 | $156,398-91.0% | $147,318-90.5% | $138,895-89.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.14% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $957 | $4,853-80.3% | $4,593-79.2% | $4,194-77.2% |
| Participant deferral / active EE | $957 | $8,237-88.4% | $7,906-87.9% | $6,396-85.0% |
| Admin fee / account holder | $578 | $14,976-96.1% | $13,708-95.8% | $12,562-95.4% |