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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 | $7,988 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.04% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $897 | $4,636-80.7% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $658 | $6,166-89.3% | $5,453-87.9% | $6,407-89.7% |
| Admin fee / account holder | $581 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |