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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 | $3,780 | $74,535-94.9% | $100,712-96.2% | $82,637-95.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.05% | 18.92%-3.9pp | 33.27%-18.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $428 | $1,503-71.5% | $2,313-81.5% | $2,552-83.2% |
| Participant deferral / active EE | $760 | $3,074-75.3% | $4,085-81.4% | $4,126-81.6% |
| Admin fee / account holder | $1,055 | $6,576-84.0% | $9,256-88.6% | $7,339-85.6% |