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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 | $3,034 | $124,980-97.6% | $108,359-97.2% | $154,746-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.69% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $654 | $2,851-77.1% | $2,399-72.8% | $4,379-85.1% |
| Participant deferral / active EE | $751 | $4,743-84.2% | $4,137-81.8% | $6,730-88.8% |
| Admin fee / account holder | $509 | $11,502-95.6% | $9,741-94.8% | $14,365-96.5% |