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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 | $12,027 | $84,236-85.7% | $170,435-92.9% | $70,126-82.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.07% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $604 | $3,387-82.2% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $630 | $3,086-79.6% | $4,939-87.2% | $3,332-81.1% |
| Admin fee / account holder | $1,613 | $5,698-71.7% | $13,881-88.4% | $4,645-65.3% |