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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 | $5,590 | $138,312-96.0% | $122,979-95.5% | $155,188-96.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 26.66% | 22.06%+4.6pp | 20.12%+6.5pp | 148.84%-122.2pp |
| Employer contribution / active EE | $983 | $3,530-72.2% | $3,062-67.9% | $4,248-76.9% |
| Participant deferral / active EE | $1,395 | $5,592-75.0% | $5,003-72.1% | $6,531-78.6% |
| Admin fee / account holder | $926 | $15,089-93.9% | $12,864-92.8% | $14,480-93.6% |