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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 | $5,177 | $114,013-95.5% | $103,693-95.0% | $155,188-96.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.58% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $559 | $3,131-82.1% | $2,920-80.8% | $4,248-86.8% |
| Participant deferral / active EE | $1,017 | $4,970-79.5% | $4,579-77.8% | $6,531-84.4% |
| Admin fee / account holder | $356 | $8,407-95.8% | $7,858-95.5% | $14,480-97.5% |