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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 | $99,875-93.6% | $146,866-95.6% | $86,983-92.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.88% | 28.10%-10.2pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,193 | $3,224-63.0% | $4,425-73.0% | $2,584-53.9% |
| Participant deferral / active EE | $2,149 | $6,322-66.0% | $7,759-72.3% | $4,194-48.7% |
| Admin fee / account holder | $620 | $7,838-92.1% | $13,620-95.4% | $7,856-92.1% |