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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 | $3,139 | $123,155-97.5% | $108,753-97.1% | $155,188-98.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.88% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $552 | $2,811-80.4% | $2,427-77.3% | $4,248-87.0% |
| Participant deferral / active EE | $761 | $4,623-83.5% | $4,115-81.5% | $6,531-88.3% |
| Admin fee / account holder | $609 | $12,126-95.0% | $10,320-94.1% | $14,480-95.8% |