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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 | $2,836 | $106,588-97.3% | $94,215-97.0% | $155,188-98.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.63% | 29.39%-11.8pp | 28.22%-10.6pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,318 | $3,080-57.2% | $2,675-50.7% | $4,248-69.0% |
| Participant deferral / active EE | $887 | $4,802-81.5% | $4,276-79.3% | $6,531-86.4% |
| Admin fee / account holder | $787 | $12,281-93.6% | $10,216-92.3% | $14,480-94.6% |