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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 | $7,573 | $48,078-84.2% | $78,676-90.4% | $62,881-88.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.90% | 31.36%-19.5pp | 62.19%-50.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $618 | $2,587-76.1% | $3,517-82.4% | $3,203-80.7% |
| Admin fee / account holder | $1,105 | $3,206-65.5% | $4,510-75.5% | $4,296-74.3% |