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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 | $14,768 | $136,307-89.2% | $106,619-86.1% | $273,972-94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.21% | 11.05%-3.8pp | 9.42%-2.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $917 | $4,969-81.6% | $3,930-76.7% | $5,287-82.7% |
| Admin fee / account holder | $774 | $8,625-91.0% | $6,418-87.9% | $10,133-92.4% |