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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 | $5,657 | $103,038-94.5% | $90,324-93.7% | $152,909-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.63% | 95.25%-83.6pp | 78.15%-66.5pp | 345.46%-333.8pp |
| Employer contribution / active EE | $564 | $3,141-82.0% | $2,856-80.2% | $4,764-88.2% |
| Participant deferral / active EE | $146 | $4,282-96.6% | $3,885-96.2% | $5,851-97.5% |
| Admin fee / account holder | $705 | $6,177-88.6% | $5,356-86.8% | $11,601-93.9% |