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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 | $15,690 | $227,566-93.1% | $189,558-91.7% | $167,518-90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 10.83% | 78.43%-67.6pp | 64.19%-53.4pp | 478.71%-467.9pp |
| Employer contribution / active EE | $981 | $5,316-81.6% | $4,412-77.8% | $4,838-79.7% |
| Participant deferral / active EE | $981 | $7,002-86.0% | $6,174-84.1% | $6,342-84.5% |
| Admin fee / account holder | $542 | $11,881-95.4% | $9,809-94.5% | $12,312-95.6% |