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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 | $4,759 | $96,558-95.1% | $80,977-94.1% | $273,972-98.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.98% | 15.14%-8.2pp | 17.11%-10.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,124 | $4,869-35.8% | $3,715-15.9% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $447 | $7,493-94.0% | $5,517-91.9% | $10,133-95.6% |