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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 | $5,498 | $116,203-95.3% | $93,621-94.1% | $152,909-96.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.16% | 35.96%-12.8pp | 32.76%-9.6pp | 345.46%-322.3pp |
| Employer contribution / active EE | $916 | $3,219-71.6% | $2,719-66.3% | $4,764-80.8% |
| Participant deferral / active EE | $1,114 | $4,605-75.8% | $4,070-72.6% | $5,851-81.0% |
| Admin fee / account holder | $380 | $10,751-96.5% | $7,890-95.2% | $11,601-96.7% |