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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 | $6,218 | $156,398-96.0% | $147,318-95.8% | $138,895-95.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.40% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $997 | $4,853-79.5% | $4,593-78.3% | $4,194-76.2% |
| Participant deferral / active EE | $2,400 | $8,237-70.9% | $7,906-69.6% | $6,396-62.5% |
| Admin fee / account holder | $7,609 | $14,976-49.2% | $13,708-44.5% | $12,562-39.4% |