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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 | $7,256 | $64,311-88.7% | $57,356-87.3% | $125,389-94.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.42% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $900 | $3,193-71.8% | $2,689-66.5% | $4,866-81.5% |
| Participant deferral / active EE | $96 | $3,846-97.5% | $3,162-97.0% | $5,352-98.2% |
| Admin fee / account holder | $6,249 | $5,243+19.2% | $3,357+86.1% | $9,541-34.5% |