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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 | $5,944 | $116,203-94.9% | $93,621-93.7% | $152,909-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.57% | 35.96%-15.4pp | 32.76%-12.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $570 | $3,219-82.3% | $2,719-79.1% | $4,764-88.0% |
| Participant deferral / active EE | $684 | $4,605-85.1% | $4,070-83.2% | $5,851-88.3% |
| Admin fee / account holder | $906 | $10,751-91.6% | $7,890-88.5% | $11,601-92.2% |