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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 | $8,147 | $124,980-93.5% | $108,359-92.5% | $154,746-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.08% | 45.00%-21.9pp | 36.89%-13.8pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,179 | $2,851-58.6% | $2,399-50.9% | $4,379-73.1% |
| Participant deferral / active EE | $727 | $4,743-84.7% | $4,137-82.4% | $6,730-89.2% |
| Admin fee / account holder | $335 | $11,502-97.1% | $9,741-96.6% | $14,365-97.7% |