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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 | $107,809-96.1% | $97,032-95.7% | $155,188-97.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.74% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.1pp |
| Employer contribution / active EE | $502 | $2,911-82.7% | $2,629-80.9% | $4,248-88.2% |
| Participant deferral / active EE | $709 | $5,129-86.2% | $4,672-84.8% | $6,531-89.1% |
| Admin fee / account holder | $383 | $10,717-96.4% | $9,418-95.9% | $14,480-97.4% |