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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 | $1,973 | $123,155-98.4% | $108,753-98.2% | $155,188-98.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.20% | 44.73%-38.5pp | 37.47%-31.3pp | 148.84%-142.6pp |
| Employer contribution / active EE | $555 | $2,811-80.3% | $2,427-77.1% | $4,248-86.9% |
| Participant deferral / active EE | $886 | $4,623-80.8% | $4,115-78.5% | $6,531-86.4% |
| Admin fee / account holder | $3,889 | $12,126-67.9% | $10,320-62.3% | $14,480-73.1% |