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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 | $7,990 | $126,661-93.7% | $113,397-93.0% | $138,895-94.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.67% | 25.05%-7.4pp | 23.20%-5.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,072 | $3,456-69.0% | $2,977-64.0% | $4,194-74.4% |
| Participant deferral / active EE | $1,604 | $5,693-71.8% | $5,076-68.4% | $6,396-74.9% |
| Admin fee / account holder | $561 | $14,549-96.1% | $11,957-95.3% | $12,562-95.5% |