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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 | $6,577 | $93,589-93.0% | $135,942-95.2% | $75,181-91.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.75% | 30.90%-8.2pp | 68.28%-45.5pp | 160.69%-137.9pp |
| Employer contribution / active EE | $2,043 | $3,537-42.3% | $4,858-57.9% | $2,671-23.5% |
| Participant deferral / active EE | $2,044 | $6,405-68.1% | $7,759-73.7% | $4,126-50.5% |
| Admin fee / account holder | $479 | $6,977-93.1% | $10,764-95.5% | $5,650-91.5% |