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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 | $4,810 | $154,228-96.9% | $145,433-96.7% | $137,256-96.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.07% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $997 | $4,804-79.3% | $4,554-78.1% | $4,156-76.0% |
| Participant deferral / active EE | $997 | $8,216-87.9% | $7,897-87.4% | $6,407-84.4% |
| Admin fee / account holder | $2,021 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |