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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 | $15,001 | $57,108-73.7% | $94,228-84.1% | $52,331-71.3% |
| Participation rate | 93.6% | 72.9%+20.7pp | 78.8%+14.9pp | 68.1%+25.5pp |
| Annual return | 3.33% | 1.47%+1.9pp | 10.68%-7.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $1,673 | $1,735-3.6% | $3,587-53.4% | $1,882-11.1% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $782 | $546+43.1% | $6,269-87.5% | $592+32.2% |