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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 | $4,120 | $67,602-93.9% | $82,312-95.0% | $70,126-94.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.06% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $804 | $1,755-54.2% | $2,428-66.9% | $2,343-65.7% |
| Participant deferral / active EE | $1,197 | $2,987-59.9% | $3,706-67.7% | $3,332-64.1% |
| Admin fee / account holder | $751 | $4,512-83.3% | $5,608-86.6% | $4,645-83.8% |