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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 | $5,287 | $147,556-96.4% | $129,031-95.9% | $198,609-97.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.51% | 37.41%-19.9pp | 34.67%-17.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $795 | $3,645-78.2% | $3,226-75.4% | $5,055-84.3% |
| Participant deferral / active EE | $912 | $5,760-84.2% | $5,217-82.5% | $6,977-86.9% |
| Admin fee / account holder | $1,132 | $15,467-92.7% | $13,208-91.4% | $19,030-94.1% |