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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 | $5,497 | $114,013-95.2% | $103,693-94.7% | $155,188-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.02% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,180 | $3,131-62.3% | $2,920-59.6% | $4,248-72.2% |
| Participant deferral / active EE | $1,005 | $4,970-79.8% | $4,579-78.1% | $6,531-84.6% |
| Admin fee / account holder | $314 | $8,407-96.3% | $7,858-96.0% | $14,480-97.8% |