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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 | $7,826 | $77,638-89.9% | $156,551-95.0% | $62,881-87.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 22.92% | 50.33%-27.4pp | 32.23%-9.3pp | 20.14%+2.8pp |
| Employer contribution / active EE | $2,374 | $3,444-31.1% | $5,501-56.8% | $2,281+4.1% |
| Participant deferral / active EE | $150 | $3,046-95.1% | $4,871-96.9% | $3,203-95.3% |
| Admin fee / account holder | $518 | $5,561-90.7% | $13,028-96.0% | $4,296-87.9% |