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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 | $11,710 | $81,947-85.7% | $105,387-88.9% | $72,976-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.70% | 42.90%-18.2pp | 26.82%-2.1pp | 81.02%-56.3pp |
| Employer contribution / active EE | $3,589 | $3,468+3.5% | $4,213-14.8% | $2,440+47.1% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $377 | $6,258-94.0% | $6,559-94.3% | $5,124-92.6% |