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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 | $2,164 | $172,111-98.7% | $150,298-98.6% | $137,256-98.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 26.43% | 69.37%-42.9pp | 62.79%-36.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $846 | $4,636-81.8% | $4,154-79.6% | $4,156-79.6% |
| Participant deferral / active EE | $959 | $6,166-84.4% | $5,453-82.4% | $6,407-85.0% |
| Admin fee / account holder | $334 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |