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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 | $8,779 | $81,358-89.2% | $155,556-94.4% | $80,959-89.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.13% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $437 | $3,106-85.9% | $4,675-90.7% | $2,757-84.1% |
| Participant deferral / active EE | $689 | $3,455-80.1% | $5,631-87.8% | $4,300-84.0% |
| Admin fee / account holder | $549 | $7,994-93.1% | $15,885-96.5% | $6,925-92.1% |