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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 | $4,798 | $98,776-95.1% | $149,745-96.8% | $79,856-94.0% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 14.41% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,680 | $3,217-47.8% | $4,646-63.8% | $2,471-32.0% |
| Participant deferral / active EE | $1,205 | $5,681-78.8% | $6,843-82.4% | $3,741-67.8% |
| Admin fee / account holder | $335 | $6,053-94.5% | $9,312-96.4% | $5,306-93.7% |