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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 | $115,225-94.3% | $100,712-93.4% | $138,895-95.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.60% | 40.35%-22.8pp | 33.27%-15.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $731 | $2,771-73.6% | $2,313-68.4% | $4,194-82.6% |
| Participant deferral / active EE | $802 | $4,699-82.9% | $4,085-80.4% | $6,396-87.5% |
| Admin fee / account holder | $1,038 | $10,844-90.4% | $9,256-88.8% | $12,562-91.7% |