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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 | $6,588 | $53,412-87.7% | $68,509-90.4% | $52,331-87.4% |
| Participation rate | 93.3% | 71.7%+21.7pp | 74.7%+18.6pp | 68.1%+25.2pp |
| Annual return | 1.94% | 3.42%-1.5pp | 8.27%-6.3pp | 4.54%-2.6pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,176 | $2,688-56.2% | $3,382-65.2% | $3,022-61.1% |
| Admin fee / account holder | $4,614 | $461+901.2% | $5,275-12.5% | $592+680.0% |