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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 | $5,243 | $110,379-95.3% | $102,412-94.9% | $145,884-96.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $925 | $4,216-78.1% | $3,870-76.1% | $4,662-80.2% |
| Participant deferral / active EE | $1,225 | $5,622-78.2% | $5,060-75.8% | $6,690-81.7% |
| Admin fee / account holder | $481 | $9,745-95.1% | $8,388-94.3% | $13,392-96.4% |