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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 | $8,543 | $147,556-94.2% | $129,031-93.4% | $198,609-95.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.34% | 37.41%-19.1pp | 34.67%-16.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $723 | $3,645-80.2% | $3,226-77.6% | $5,055-85.7% |
| Participant deferral / active EE | $1,009 | $5,760-82.5% | $5,217-80.7% | $6,977-85.5% |
| Admin fee / account holder | $400 | $15,467-97.4% | $13,208-97.0% | $19,030-97.9% |