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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 | $7,725 | $90,486-91.5% | $78,676-90.2% | $273,972-97.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 19.70% | 75.62%-55.9pp | 62.19%-42.5pp | 41.46%-21.8pp |
| Employer contribution / active EE | $1,308 | $3,175-58.8% | $2,850-54.1% | $4,869-73.1% |
| Participant deferral / active EE | $372 | $3,901-90.5% | $3,517-89.4% | $5,287-93.0% |
| Admin fee / account holder | $3,296 | $5,263-37.4% | $4,510-26.9% | $10,133-67.5% |