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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 | $2,741 | $123,155-97.8% | $108,753-97.5% | $155,188-98.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.63% | 44.73%-32.1pp | 37.47%-24.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $629 | $2,811-77.6% | $2,427-74.1% | $4,248-85.2% |
| Participant deferral / active EE | $946 | $4,623-79.5% | $4,115-77.0% | $6,531-85.5% |
| Admin fee / account holder | $3,164 | $12,126-73.9% | $10,320-69.3% | $14,480-78.1% |