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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 | $138,385-96.3% | $184,243-97.2% | $80,925-93.7% |
| Participation rate | 88.3% | 83.9%+4.4pp | 86.8%+1.5pp | 67.7%+20.7pp |
| Annual return | 13.04% | 20.02%-7.0pp | 28.82%-15.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,691 | $7,075-76.1% | $9,132-81.5% | $4,299-60.7% |
| Admin fee / account holder | $2,842 | $10,489-72.9% | $13,914-79.6% | $6,940-59.1% |