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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 | $11,429 | $49,249-76.8% | $70,476-83.8% | $79,852-85.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.10% | 30.09%-11.0pp | 109.12%-90.0pp | 31.72%-12.6pp |
| Employer contribution / active EE | $425 | $2,100-79.8% | $2,738-84.5% | $2,471-82.8% |
| Participant deferral / active EE | $721 | $2,769-74.0% | $3,710-80.6% | $3,740-80.7% |
| Admin fee / account holder | $721 | $2,878-75.0% | $3,847-81.3% | $5,306-86.4% |