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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 | $15,628 | $86,701-82.0% | $73,309-78.7% | $125,389-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.31% | 2.78%-2.5pp | 5.67%-5.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $374 | $4,152-91.0% | $3,237-88.5% | $4,866-92.3% |
| Participant deferral / active EE | $1,413 | $5,549-74.5% | $4,991-71.7% | $5,352-73.6% |
| Admin fee / account holder | $483 | $7,768-93.8% | $5,635-91.4% | $9,541-94.9% |