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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 | $6,215 | $73,981-91.6% | $105,754-94.1% | $62,881-90.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.08% | 17.60%-10.5pp | 12.25%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,034 | $2,856-63.8% | $4,079-74.6% | $2,281-54.6% |
| Participant deferral / active EE | $1,199 | $4,038-70.3% | $5,326-77.5% | $3,203-62.6% |
| Admin fee / account holder | $659 | $5,976-89.0% | $8,309-92.1% | $4,296-84.7% |