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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 | $2,031 | $124,980-98.4% | $108,359-98.1% | $154,746-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.29% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $885 | $2,851-69.0% | $2,399-63.1% | $4,379-79.8% |
| Participant deferral / active EE | $1,129 | $4,743-76.2% | $4,137-72.7% | $6,730-83.2% |
| Admin fee / account holder | $833 | $11,502-92.8% | $9,741-91.5% | $14,365-94.2% |