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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 | $4,098 | $65,712-93.8% | $57,196-92.8% | $273,972-98.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.63% | 22.01%-18.4pp | 14.59%-11.0pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,623 | $3,280-20.0% | $2,683-2.2% | $4,869-46.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,243 | $4,838-74.3% | $3,141-60.4% | $10,133-87.7% |