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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 | $6,409 | $107,421-94.0% | $182,262-96.5% | $94,015-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 20.55% | 21.32%-0.8pp | 140.60%-120.0pp | 17.84%+2.7pp |
| Employer contribution / active EE | $1,509 | $3,448-56.2% | $5,046-70.1% | $2,790-45.9% |
| Participant deferral / active EE | $2,512 | $6,558-61.7% | $8,276-69.6% | $4,249-40.9% |
| Admin fee / account holder | $444 | $8,692-94.9% | $16,712-97.3% | $8,951-95.0% |