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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 | $6,108 | $77,816-92.2% | $123,552-95.1% | $64,173-90.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.78% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,227 | $3,014-59.3% | $4,628-73.5% | $2,381-48.5% |
| Participant deferral / active EE | $359 | $5,240-93.1% | $6,426-94.4% | $3,470-89.6% |
| Admin fee / account holder | $903 | $5,519-83.6% | $9,285-90.3% | $4,887-81.5% |