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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 | $77,460-94.1% | $100,378-95.4% | $80,925-94.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.40% | 37.24%-22.8pp | 49.41%-35.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $322 | $2,801-88.5% | $3,942-91.8% | $2,756-88.3% |
| Participant deferral / active EE | $1,655 | $6,818-75.7% | $8,087-79.5% | $4,299-61.5% |
| Admin fee / account holder | $405 | $5,887-93.1% | $7,899-94.9% | $6,940-94.2% |