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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 | $5,648 | $112,729-95.0% | $98,716-94.3% | $137,256-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.29% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,107 | $2,725-59.4% | $2,279-51.4% | $4,156-73.4% |
| Participant deferral / active EE | $1,107 | $4,640-76.1% | $4,048-72.7% | $6,407-82.7% |
| Admin fee / account holder | $886 | $10,129-91.3% | $8,703-89.8% | $12,270-92.8% |