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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 | $1,506 | $108,882-98.6% | $96,754-98.4% | $154,746-99.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 13.61% | 98.39%-84.8pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $344 | $3,018-88.6% | $2,679-87.1% | $4,379-92.1% |
| Participant deferral / active EE | $369 | $5,323-93.1% | $4,758-92.2% | $6,730-94.5% |
| Admin fee / account holder | $518 | $10,200-94.9% | $8,905-94.2% | $14,365-96.4% |