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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 | $5,647 | $107,809-94.8% | $97,032-94.2% | $155,188-96.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 11.90% | 38.06%-26.2pp | 35.38%-23.5pp | 148.84%-136.9pp |
| Employer contribution / active EE | $911 | $2,911-68.7% | $2,629-65.3% | $4,248-78.6% |
| Participant deferral / active EE | $357 | $5,129-93.0% | $4,672-92.4% | $6,531-94.5% |
| Admin fee / account holder | $1,147 | $10,717-89.3% | $9,418-87.8% | $14,480-92.1% |