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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 | $5,028 | $102,609-95.1% | $98,090-94.9% | $138,895-96.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.45% | 36.44%-20.0pp | 37.05%-20.6pp | 145.39%-128.9pp |
| Employer contribution / active EE | $652 | $3,867-83.2% | $3,606-81.9% | $4,194-84.5% |
| Participant deferral / active EE | $772 | $8,167-90.6% | $7,845-90.2% | $6,396-87.9% |
| Admin fee / account holder | $459 | $11,434-96.0% | $11,815-96.1% | $12,562-96.3% |