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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 | $124,980-99.1% | $108,359-98.9% | $154,746-99.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 33.16% | 45.00%-11.8pp | 36.89%-3.7pp | 172.34%-139.2pp |
| Employer contribution / active EE | $2,226 | $2,851-21.9% | $2,399-7.2% | $4,379-49.2% |
| Participant deferral / active EE | $972 | $4,743-79.5% | $4,137-76.5% | $6,730-85.6% |
| Admin fee / account holder | $321 | $11,502-97.2% | $9,741-96.7% | $14,365-97.8% |