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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 | $10,603 | $113,941-90.7% | $94,228-88.7% | $125,388-91.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.32% | 5.29%-4.0pp | 10.68%-9.4pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,292 | $4,727-72.7% | $3,587-64.0% | $4,866-73.5% |
| Participant deferral / active EE | $1,394 | $5,179-73.1% | $4,320-67.7% | $5,352-74.0% |
| Admin fee / account holder | $388 | $8,392-95.4% | $6,269-93.8% | $9,541-95.9% |