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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 | $4,055 | $48,327-91.6% | $67,575-94.0% | $80,935-95.0% |
| Participation rate | 95.6% | 66.4%+29.1pp | 72.9%+22.6pp | 67.7%+27.9pp |
| Annual return | 14.58% | 18.31%-3.7pp | 3528.98%-3514.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $644 | $2,022-68.1% | $2,736-76.4% | $2,757-76.6% |
| Participant deferral / active EE | $506 | $2,927-82.7% | $4,003-87.4% | $4,299-88.2% |
| Admin fee / account holder | $615 | $3,692-83.3% | $3,993-84.6% | $6,924-91.1% |