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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 | $5,144 | $75,962-93.2% | $154,108-96.7% | $64,173-92.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.21% | 30.32%-23.1pp | 735.21%-728.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,308 | $3,350-60.9% | $5,298-75.3% | $2,381-45.0% |
| Participant deferral / active EE | $315 | $3,175-90.1% | $5,081-93.8% | $3,470-90.9% |
| Admin fee / account holder | $1,071 | $5,589-80.8% | $13,411-92.0% | $4,887-78.1% |