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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 | $4,738 | $95,959-95.1% | $97,411-95.1% | $138,895-96.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 21.02% | 29.30%-8.3pp | 34.72%-13.7pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,120 | $4,278-73.8% | $4,210-73.4% | $4,194-73.3% |
| Participant deferral / active EE | $1,429 | $5,876-75.7% | $5,886-75.7% | $6,396-77.7% |
| Admin fee / account holder | $430 | $7,555-94.3% | $7,145-94.0% | $12,562-96.6% |