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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 | $3,249 | $139,948-97.7% | $121,663-97.3% | $154,746-97.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 8.63% | 230.52%-221.9pp | 147.54%-138.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $971 | $3,521-72.4% | $3,020-67.9% | $4,379-77.8% |
| Participant deferral / active EE | $971 | $5,629-82.8% | $4,887-80.1% | $6,730-85.6% |
| Admin fee / account holder | $2,933 | $17,321-83.1% | $14,289-79.5% | $14,365-79.6% |