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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 | $1,145 | $112,729-99.0% | $98,716-98.8% | $137,256-99.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 33.16% | 38.48%-5.3pp | 31.81%+1.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $2,226 | $2,725-18.3% | $2,279-2.3% | $4,156-46.4% |
| Participant deferral / active EE | $972 | $4,640-79.1% | $4,048-76.0% | $6,407-84.8% |
| Admin fee / account holder | $321 | $10,129-96.8% | $8,703-96.3% | $12,270-97.4% |