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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 | $6,621 | $123,155-94.6% | $108,753-93.9% | $155,188-95.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.60% | 44.73%-27.1pp | 37.47%-19.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $731 | $2,811-74.0% | $2,427-69.9% | $4,248-82.8% |
| Participant deferral / active EE | $802 | $4,623-82.7% | $4,115-80.5% | $6,531-87.7% |
| Admin fee / account holder | $1,038 | $12,126-91.4% | $10,320-89.9% | $14,480-92.8% |