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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 | $5,619 | $101,795-94.5% | $165,100-96.6% | $80,959-93.1% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.7%+30.3pp |
| Annual return | 13.52% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.1pp |
| Employer contribution / active EE | $876 | $2,954-70.3% | $4,348-79.8% | $2,757-68.2% |
| Participant deferral / active EE | $1,192 | $4,476-73.4% | $6,035-80.3% | $4,300-72.3% |
| Admin fee / account holder | $492 | $8,221-94.0% | $12,696-96.1% | $6,925-92.9% |