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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 | $7,715 | $167,415-95.4% | $140,514-94.5% | $198,609-96.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 7.92% | 13.85%-5.9pp | 14.36%-6.4pp | 202.70%-194.8pp |
| Employer contribution / active EE | $1,882 | $4,088-54.0% | $3,378-44.3% | $5,055-62.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,741 | $16,730-59.7% | $13,697-50.8% | $19,030-64.6% |