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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 | $7,389 | $98,240-92.5% | $82,313-91.0% | $147,585-95.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.90% | 30.85%-17.0pp | 25.88%-12.0pp | 578.58%-564.7pp |
| Employer contribution / active EE | $1,376 | $3,192-56.9% | $2,428-43.3% | $4,876-71.8% |
| Participant deferral / active EE | $954 | $4,383-78.2% | $3,706-74.3% | $5,439-82.5% |
| Admin fee / account holder | $1,030 | $8,563-88.0% | $5,608-81.6% | $10,886-90.5% |