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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 | $99,053-97.6% | $88,179-97.4% | $138,895-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.96% | 78.17%-65.2pp | 64.97%-52.0pp | 145.39%-132.4pp |
| Employer contribution / active EE | $437 | $2,882-84.8% | $2,549-82.9% | $4,194-89.6% |
| Participant deferral / active EE | $235 | $5,225-95.5% | $4,614-94.9% | $6,396-96.3% |
| Admin fee / account holder | $652 | $8,748-92.5% | $7,673-91.5% | $12,562-94.8% |