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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 | $4,015 | $56,544-92.9% | $75,501-94.7% | $70,126-94.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.10% | 23.59%-10.5pp | 27.35%-14.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,095 | $1,817-39.7% | $2,352-53.5% | $2,343-53.3% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,037 | $3,827-72.9% | $5,801-82.1% | $4,645-77.7% |