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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 | $9,688 | $84,236-88.5% | $170,435-94.3% | $70,126-86.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.69% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,064 | $3,387-39.1% | $5,432-62.0% | $2,343-11.9% |
| Participant deferral / active EE | $126 | $3,086-95.9% | $4,939-97.4% | $3,332-96.2% |
| Admin fee / account holder | $920 | $5,698-83.9% | $13,881-93.4% | $4,645-80.2% |