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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 | $8,234 | $115,225-92.9% | $100,712-91.8% | $138,895-94.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.13% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $815 | $2,771-70.6% | $2,313-64.8% | $4,194-80.6% |
| Participant deferral / active EE | $1,143 | $4,699-75.7% | $4,085-72.0% | $6,396-82.1% |
| Admin fee / account holder | $1,820 | $10,844-83.2% | $9,256-80.3% | $12,562-85.5% |