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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 | $3,523 | $111,814-96.8% | $103,374-96.6% | $145,959-97.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.28% | 24.77%-9.5pp | 24.89%-9.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,745 | $4,214-58.6% | $3,869-54.9% | $4,661-62.6% |
| Participant deferral / active EE | $615 | $5,618-89.0% | $5,058-87.8% | $6,689-90.8% |
| Admin fee / account holder | $1,151 | $9,754-88.2% | $8,394-86.3% | $13,398-91.4% |