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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 | $5,236 | $99,053-94.7% | $88,179-94.1% | $138,895-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.04% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $576 | $2,882-80.0% | $2,549-77.4% | $4,194-86.3% |
| Participant deferral / active EE | $756 | $5,225-85.5% | $4,614-83.6% | $6,396-88.2% |
| Admin fee / account holder | $6,477 | $8,748-26.0% | $7,673-15.6% | $12,562-48.4% |