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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 | $2,279 | $107,809-97.9% | $97,032-97.7% | $155,188-98.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.57% | 38.06%-19.5pp | 35.38%-16.8pp | 148.84%-130.3pp |
| Employer contribution / active EE | $847 | $2,911-70.9% | $2,629-67.8% | $4,248-80.1% |
| Participant deferral / active EE | $847 | $5,129-83.5% | $4,672-81.9% | $6,531-87.0% |
| Admin fee / account holder | $578 | $10,717-94.6% | $9,418-93.9% | $14,480-96.0% |