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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 | $3,198 | $52,306-93.9% | $69,779-95.4% | $62,881-94.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 4.94% | 13.35%-8.4pp | 12.99%-8.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,232 | $1,799-31.5% | $2,338-47.3% | $2,281-46.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $479 | $3,691-87.0% | $4,381-89.1% | $4,296-88.8% |