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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 | $9,477 | $167,415-94.3% | $140,514-93.3% | $198,609-95.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 3.60% | 13.85%-10.2pp | 14.36%-10.8pp | 202.70%-199.1pp |
| Employer contribution / active EE | $2,107 | $4,088-48.4% | $3,378-37.6% | $5,055-58.3% |
| Participant deferral / active EE | $1,248 | $5,579-77.6% | $4,919-74.6% | $6,977-82.1% |
| Admin fee / account holder | $431 | $16,730-97.4% | $13,697-96.9% | $19,030-97.7% |