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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 | $10,186 | $149,679-93.2% | $117,039-91.3% | $147,585-93.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.60% | 19.31%-8.7pp | 18.95%-8.3pp | 578.58%-568.0pp |
| Employer contribution / active EE | $1,534 | $4,937-68.9% | $3,785-59.5% | $4,876-68.5% |
| Participant deferral / active EE | $628 | $4,912-87.2% | $3,929-84.0% | $5,439-88.5% |
| Admin fee / account holder | $447 | $7,856-94.3% | $5,974-92.5% | $10,886-95.9% |