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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 | $8,233 | $162,136-94.9% | $152,301-94.6% | $154,746-94.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.13% | 91.02%-64.9pp | 80.50%-54.4pp | 172.34%-146.2pp |
| Employer contribution / active EE | $1,396 | $4,890-71.4% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $1,668 | $8,341-80.0% | $8,004-79.2% | $6,730-75.2% |
| Admin fee / account holder | $327 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |