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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 | $2,771 | $155,555-98.2% | $146,866-98.1% | $155,188-98.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.81% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,363 | $4,647-70.7% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $1,363 | $8,044-83.1% | $7,759-82.4% | $6,531-79.1% |
| Admin fee / account holder | $6,217 | $14,755-57.9% | $13,620-54.4% | $14,480-57.1% |