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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 | $12,359 | $110,307-88.8% | $96,576-87.2% | $139,456-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.02% | 26.40%-13.4pp | 25.87%-12.9pp | 373.45%-360.4pp |
| Employer contribution / active EE | $842 | $3,619-76.7% | $2,965-71.6% | $4,753-82.3% |
| Participant deferral / active EE | $744 | $5,547-86.6% | $4,851-84.7% | $6,711-88.9% |
| Admin fee / account holder | $304 | $11,597-97.4% | $8,253-96.3% | $11,407-97.3% |