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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 | $8,278 | $155,555-94.7% | $146,866-94.4% | $155,188-94.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 19.18% | 115.41%-96.2pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $874 | $4,647-81.2% | $4,425-80.2% | $4,248-79.4% |
| Participant deferral / active EE | $2,354 | $8,044-70.7% | $7,759-69.7% | $6,531-64.0% |
| Admin fee / account holder | $969 | $14,755-93.4% | $13,620-92.9% | $14,480-93.3% |