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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 | $8,768 | $65,367-86.6% | $92,915-90.6% | $72,976-88.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.24% | 42.11%-23.9pp | 109.45%-91.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $2,139 | $2,594-17.5% | $3,653-41.5% | $2,440-12.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,060 | $4,251-75.1% | $5,796-81.7% | $5,124-79.3% |