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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 | $1,462 | $103,164-98.6% | $90,259-98.4% | $154,746-99.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 15.95% | 19.25%-3.3pp | 18.88%-2.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,039 | $2,532-59.0% | $2,291-54.7% | $4,379-76.3% |
| Participant deferral / active EE | $698 | $4,422-84.2% | $3,827-81.8% | $6,730-89.6% |
| Admin fee / account holder | $1,553 | $8,593-81.9% | $7,267-78.6% | $14,365-89.2% |