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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 | $9,515 | $147,594-93.6% | $121,871-92.2% | $198,609-95.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 17.80% | 12.94%+4.9pp | 13.57%+4.2pp | 202.70%-184.9pp |
| Employer contribution / active EE | $697 | $3,007-76.8% | $2,731-74.5% | $5,055-86.2% |
| Participant deferral / active EE | $1,210 | $5,168-76.6% | $4,318-72.0% | $6,977-82.7% |
| Admin fee / account holder | $357 | $15,134-97.6% | $11,551-96.9% | $19,030-98.1% |