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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 | $3,284 | $123,155-97.3% | $108,753-97.0% | $155,188-97.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.05% | 44.73%-24.7pp | 37.47%-17.4pp | 148.84%-128.8pp |
| Employer contribution / active EE | $753 | $2,811-73.2% | $2,427-69.0% | $4,248-82.3% |
| Participant deferral / active EE | $821 | $4,623-82.2% | $4,115-80.0% | $6,531-87.4% |
| Admin fee / account holder | $320 | $12,126-97.4% | $10,320-96.9% | $14,480-97.8% |