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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 | $8,267 | $90,486-90.9% | $78,676-89.5% | $273,972-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.55% | 75.62%-72.1pp | 62.19%-58.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,015 | $3,175-68.0% | $2,850-64.4% | $4,869-79.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $415 | $5,263-92.1% | $4,510-90.8% | $10,133-95.9% |