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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 | $5,216 | $85,171-93.9% | $172,752-97.0% | $72,975-92.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,059 | $3,324-68.1% | $5,144-79.4% | $2,440-56.6% |
| Participant deferral / active EE | $597 | $3,260-81.7% | $5,198-88.5% | $3,608-83.5% |
| Admin fee / account holder | $321 | $5,880-94.5% | $13,955-97.7% | $5,124-93.7% |