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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 | $2,512 | $123,155-98.0% | $108,753-97.7% | $155,188-98.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.55% | 44.73%-31.2pp | 37.47%-23.9pp | 148.84%-135.3pp |
| Employer contribution / active EE | $645 | $2,811-77.0% | $2,427-73.4% | $4,248-84.8% |
| Participant deferral / active EE | $773 | $4,623-83.3% | $4,115-81.2% | $6,531-88.2% |
| Admin fee / account holder | $2,413 | $12,126-80.1% | $10,320-76.6% | $14,480-83.3% |