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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 | $6,068 | $63,082-90.4% | $81,726-92.6% | $79,856-92.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.79% | 22.66%-9.9pp | 29.49%-16.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $688 | $1,795-61.7% | $4,311-84.0% | $2,471-72.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $376 | $4,428-91.5% | $5,160-92.7% | $5,306-92.9% |