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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 | $5,146 | $106,749-95.2% | $145,433-96.5% | $82,448-93.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.40% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,288 | $3,444-62.6% | $4,554-71.7% | $2,551-49.5% |
| Participant deferral / active EE | $1,495 | $6,519-77.1% | $7,897-81.1% | $4,139-63.9% |
| Admin fee / account holder | $3,258 | $8,390-61.2% | $13,129-75.2% | $7,234-55.0% |