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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 | $5,357 | $88,707-94.0% | $74,185-92.8% | $273,970-98.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,174 | $3,159-62.8% | $2,370-50.5% | $4,869-75.9% |
| Participant deferral / active EE | $631 | $4,212-85.0% | $3,550-82.2% | $5,287-88.1% |
| Admin fee / account holder | $495 | $8,717-94.3% | $5,586-91.1% | $10,132-95.1% |