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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 | $5,106 | $117,895-95.7% | $102,460-95.0% | $145,897-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.54% | 31.92%-19.4pp | 29.47%-16.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,704 | $3,619-52.9% | $3,025-43.7% | $4,663-63.5% |
| Participant deferral / active EE | $463 | $5,736-91.9% | $5,056-90.8% | $6,689-93.1% |
| Admin fee / account holder | $649 | $13,353-95.1% | $9,460-93.1% | $13,390-95.1% |