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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 | $4,573 | $77,472-94.1% | $100,415-95.4% | $80,959-94.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.40% | 37.26%-22.9pp | 49.47%-35.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $322 | $2,800-88.5% | $3,943-91.8% | $2,757-88.3% |
| Participant deferral / active EE | $1,655 | $6,818-75.7% | $8,091-79.5% | $4,300-61.5% |
| Admin fee / account holder | $405 | $5,885-93.1% | $7,906-94.9% | $6,925-94.1% |