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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 | $5,229 | $39,132-86.6% | $57,196-90.9% | $62,881-91.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 21.27% | 9.24%+12.0pp | 14.59%+6.7pp | 20.14%+1.1pp |
| Employer contribution / active EE | $824 | $1,874-56.0% | $2,683-69.3% | $2,281-63.9% |
| Participant deferral / active EE | $369 | $2,374-84.5% | $3,096-88.1% | $3,203-88.5% |
| Admin fee / account holder | $704 | $2,594-72.8% | $3,141-77.6% | $4,296-83.6% |