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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 | $4,170 | $99,053-95.8% | $88,179-95.3% | $138,895-97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.74% | 78.17%-63.4pp | 64.97%-50.2pp | 145.39%-130.7pp |
| Employer contribution / active EE | $502 | $2,882-82.6% | $2,549-80.3% | $4,194-88.0% |
| Participant deferral / active EE | $709 | $5,225-86.4% | $4,614-84.6% | $6,396-88.9% |
| Admin fee / account holder | $383 | $8,748-95.6% | $7,673-95.0% | $12,562-96.9% |