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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 | $2,334 | $97,125-97.6% | $86,233-97.3% | $137,256-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.96% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $437 | $2,841-84.6% | $2,504-82.6% | $4,156-89.5% |
| Participant deferral / active EE | $235 | $5,180-95.5% | $4,559-94.8% | $6,407-96.3% |
| Admin fee / account holder | $652 | $9,725-93.3% | $8,342-92.2% | $12,270-94.7% |