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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 | $10,664 | $147,556-92.8% | $129,031-91.7% | $198,609-94.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.28% | 37.41%-22.1pp | 34.67%-19.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $743 | $3,645-79.6% | $3,226-77.0% | $5,055-85.3% |
| Participant deferral / active EE | $918 | $5,760-84.1% | $5,217-82.4% | $6,977-86.8% |
| Admin fee / account holder | $1,765 | $15,467-88.6% | $13,208-86.6% | $19,030-90.7% |