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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 | $6,876 | $104,251-93.4% | $91,004-92.4% | $147,586-95.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.50% | 27.06%-9.6pp | 4.60%+12.9pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,991 | $3,116-36.1% | $2,456-18.9% | $4,876-59.2% |
| Participant deferral / active EE | $1,034 | $4,195-75.4% | $3,548-70.9% | $5,439-81.0% |
| Admin fee / account holder | $2,048 | $8,948-77.1% | $5,417-62.2% | $10,886-81.2% |