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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 | $10,878 | $60,349-82.0% | $74,184-85.3% | $62,881-82.7% |
| Participation rate | 70.3% | 72.7%-2.4pp | 76.6%-6.3pp | 69.3%+1.0pp |
| Annual return | 5.10% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $306 | $2,856-89.3% | $3,550-91.4% | $3,203-90.5% |
| Admin fee / account holder | $1,030 | $4,261-75.8% | $5,586-81.6% | $4,296-76.0% |