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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 | $8,520 | $65,704-87.0% | $94,229-91.0% | $59,633-85.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.23% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $599 | $2,021-70.3% | $3,587-83.3% | $2,203-72.8% |
| Participant deferral / active EE | $812 | $3,143-74.2% | $4,320-81.2% | $3,192-74.6% |
| Admin fee / account holder | $741 | $4,265-82.6% | $6,269-88.2% | $4,297-82.8% |