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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 | $9,441 | $51,166-81.5% | $70,544-86.6% | $71,511-86.8% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 15.56% | 42.71%-27.2pp | 32.79%-17.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,130 | $1,793-37.0% | $2,976-62.0% | $2,589-56.4% |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $968 | $2,000-51.6% | $6,427-84.9% | $1,588-39.0% |