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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 | $7,103 | $115,903-93.9% | $100,528-92.9% | $158,966-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.85% | 34.80%-20.0pp | 30.90%-16.0pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,833 | $4,105-55.4% | $3,419-46.4% | $4,762-61.5% |
| Participant deferral / active EE | $88 | $6,677-98.7% | $6,271-98.6% | $5,983-98.5% |
| Admin fee / account holder | $435 | $11,000-96.0% | $8,084-94.6% | $11,250-96.1% |