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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 | $4,620 | $124,980-96.3% | $108,359-95.7% | $154,746-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.77% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $868 | $2,851-69.6% | $2,399-63.8% | $4,379-80.2% |
| Participant deferral / active EE | $1,037 | $4,743-78.1% | $4,137-74.9% | $6,730-84.6% |
| Admin fee / account holder | $2,113 | $11,502-81.6% | $9,741-78.3% | $14,365-85.3% |