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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 | $3,588 | $93,064-96.1% | $74,577-95.2% | $273,972-98.7% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 3.25% | 26.18%-22.9pp | 20.47%-17.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,625 | $3,160-48.6% | $2,525-35.6% | $4,869-66.6% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $808 | $5,273-84.7% | $4,138-80.5% | $10,133-92.0% |