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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 | $4,620 | $112,729-95.9% | $98,716-95.3% | $137,256-96.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.77% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $868 | $2,725-68.2% | $2,279-61.9% | $4,156-79.1% |
| Participant deferral / active EE | $1,037 | $4,640-77.7% | $4,048-74.4% | $6,407-83.8% |
| Admin fee / account holder | $2,113 | $10,129-79.1% | $8,703-75.7% | $12,270-82.8% |