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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 | $4,381 | $100,970-95.7% | $96,576-95.5% | $137,256-96.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.15% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $915 | $3,809-76.0% | $3,553-74.3% | $4,156-78.0% |
| Participant deferral / active EE | $1,111 | $8,286-86.6% | $7,956-86.0% | $6,407-82.7% |
| Admin fee / account holder | $1,771 | $11,312-84.3% | $11,381-84.4% | $12,270-85.6% |