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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 | $6,403 | $106,749-94.0% | $145,433-95.6% | $82,448-92.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.88% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,193 | $3,444-65.4% | $4,554-73.8% | $2,551-53.3% |
| Participant deferral / active EE | $2,149 | $6,519-67.0% | $7,897-72.8% | $4,139-48.1% |
| Admin fee / account holder | $620 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |