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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 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.04% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $897 | $4,652-80.7% | $4,175-78.5% | $4,194-78.6% |
| Participant deferral / active EE | $658 | $6,159-89.3% | $5,451-87.9% | $6,396-89.7% |
| Admin fee / account holder | $581 | $16,880-96.6% | $14,497-96.0% | $12,562-95.4% |