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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 | $1,863 | $154,228-98.8% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.00% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $850 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $716 | $8,216-91.3% | $7,897-90.9% | $6,407-88.8% |
| Admin fee / account holder | $789 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |