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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 | $777 | $103,164-99.2% | $90,259-99.1% | $154,746-99.5% |
| Participation rate | 87.5% | 76.1%+11.4pp | 70.7%+16.8pp | 80.7%+6.8pp |
| Annual return | 18.33% | 19.25%-0.9pp | 18.88%-0.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $448 | $2,532-82.3% | $2,291-80.4% | $4,379-89.8% |
| Participant deferral / active EE | $448 | $4,422-89.9% | $3,827-88.3% | $6,730-93.3% |
| Admin fee / account holder | $477 | $8,593-94.4% | $7,267-93.4% | $14,365-96.7% |