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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 | $2,309 | $154,228-98.5% | $145,433-98.4% | $137,256-98.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.33% | 74.59%-46.3pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $895 | $4,804-81.4% | $4,554-80.3% | $4,156-78.5% |
| Participant deferral / active EE | $948 | $8,216-88.5% | $7,897-88.0% | $6,407-85.2% |
| Admin fee / account holder | $412 | $14,344-97.1% | $13,129-96.9% | $12,270-96.6% |