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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 | $2,741 | $65,712-95.8% | $57,196-95.2% | $273,972-99.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.59% | 22.01%-9.4pp | 14.59%-2.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,608 | $3,280-51.0% | $2,683-40.1% | $4,869-67.0% |
| Participant deferral / active EE | $171 | $3,782-95.5% | $3,096-94.5% | $5,287-96.8% |
| Admin fee / account holder | $344 | $4,838-92.9% | $3,141-89.1% | $10,133-96.6% |