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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 | $5,461 | $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 | 13.23% | 49.31%-36.1pp | 47.61%-34.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $804 | $3,131-74.3% | $2,920-72.5% | $4,248-81.1% |
| Participant deferral / active EE | $822 | $4,970-83.5% | $4,579-82.0% | $6,531-87.4% |
| Admin fee / account holder | $976 | $8,407-88.4% | $7,858-87.6% | $14,480-93.3% |