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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 | $8,305 | $127,790-93.5% | $106,555-92.2% | $167,536-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.56% | 33.88%-20.3pp | 26.80%-13.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $919 | $3,428-73.2% | $2,819-67.4% | $4,839-81.0% |
| Participant deferral / active EE | $1,196 | $5,088-76.5% | $4,399-72.8% | $6,342-81.1% |
| Admin fee / account holder | $3,028 | $11,229-73.0% | $7,408-59.1% | $12,315-75.4% |