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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 | $6,008 | $83,337-92.8% | $67,834-91.1% | $273,972-97.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.78% | 259.45%-253.7pp | 138.47%-132.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,001 | $3,287-69.6% | $2,403-58.4% | $4,869-79.4% |
| Participant deferral / active EE | $80 | $4,088-98.0% | $3,160-97.5% | $5,287-98.5% |
| Admin fee / account holder | $900 | $6,752-86.7% | $4,622-80.5% | $10,133-91.1% |