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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 | $3,900 | $57,065-93.2% | $75,670-94.8% | $70,131-94.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.48% | 23.57%-9.1pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $924 | $1,817-49.1% | $2,352-60.7% | $2,342-60.6% |
| Participant deferral / active EE | $934 | $2,580-63.8% | $3,142-70.3% | $3,332-72.0% |
| Admin fee / account holder | $341 | $3,825-91.1% | $5,800-94.1% | $4,645-92.7% |