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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 | $7,942 | $154,228-94.9% | $145,433-94.5% | $137,256-94.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 115.74% | 74.59%+41.1pp | 66.58%+49.2pp | 220.34%-104.6pp |
| Employer contribution / active EE | $889 | $4,804-81.5% | $4,554-80.5% | $4,156-78.6% |
| Participant deferral / active EE | $1,269 | $8,216-84.6% | $7,897-83.9% | $6,407-80.2% |
| Admin fee / account holder | $909 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |