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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 | $5,117 | $138,393-96.3% | $184,256-97.2% | $80,959-93.7% |
| Participation rate | 88.3% | 83.9%+4.4pp | 86.8%+1.5pp | 67.7%+20.7pp |
| Annual return | 13.04% | 20.01%-7.0pp | 28.85%-15.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,691 | $7,076-76.1% | $9,133-81.5% | $4,300-60.7% |
| Admin fee / account holder | $2,842 | $10,489-72.9% | $13,899-79.6% | $6,925-59.0% |