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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 | $9,745 | $88,707-89.0% | $74,184-86.9% | $273,972-96.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.94% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,071 | $3,159-66.1% | $2,370-54.8% | $4,869-78.0% |
| Participant deferral / active EE | $773 | $4,212-81.6% | $3,550-78.2% | $5,287-85.4% |
| Admin fee / account holder | $1,588 | $8,717-81.8% | $5,586-71.6% | $10,133-84.3% |