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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 | $4,589 | $73,988-93.8% | $96,538-95.2% | $75,177-93.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.41% | 26.73%-9.3pp | 35.74%-18.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,309 | $2,930-55.3% | $3,740-65.0% | $2,671-51.0% |
| Participant deferral / active EE | $855 | $3,660-76.7% | $4,880-82.5% | $4,126-79.3% |
| Admin fee / account holder | $506 | $5,220-90.3% | $6,737-92.5% | $5,651-91.1% |