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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 | $12,935 | $107,666-88.0% | $102,184-87.3% | $154,746-91.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.80% | 29.33%-14.5pp | 31.58%-16.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $889 | $3,846-76.9% | $3,594-75.3% | $4,379-79.7% |
| Participant deferral / active EE | $2,193 | $8,719-74.8% | $8,309-73.6% | $6,730-67.4% |
| Admin fee / account holder | $863 | $12,943-93.3% | $11,609-92.6% | $14,365-94.0% |