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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 | $8,983 | $156,398-94.3% | $147,318-93.9% | $138,895-93.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.63% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $920 | $4,853-81.0% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $974 | $8,237-88.2% | $7,906-87.7% | $6,396-84.8% |
| Admin fee / account holder | $2,185 | $14,976-85.4% | $13,708-84.1% | $12,562-82.6% |