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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 | $3,702 | $99,053-96.3% | $88,179-95.8% | $138,895-97.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.86% | 78.17%-59.3pp | 64.97%-46.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $651 | $2,882-77.4% | $2,549-74.5% | $4,194-84.5% |
| Participant deferral / active EE | $804 | $5,225-84.6% | $4,614-82.6% | $6,396-87.4% |
| Admin fee / account holder | $656 | $8,748-92.5% | $7,673-91.5% | $12,562-94.8% |