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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 | $7,990 | $138,312-94.2% | $122,979-93.5% | $155,188-94.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.67% | 22.06%-4.4pp | 20.12%-2.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,072 | $3,530-69.6% | $3,062-65.0% | $4,248-74.8% |
| Participant deferral / active EE | $1,604 | $5,592-71.3% | $5,003-67.9% | $6,531-75.4% |
| Admin fee / account holder | $561 | $15,089-96.3% | $12,864-95.6% | $14,480-96.1% |