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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 | $7,701 | $58,577-86.9% | $83,323-90.8% | $64,181-88.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.13% | 9.65%-17.8pp | 10.63%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $652 | $2,098-68.9% | $3,379-80.7% | $2,381-72.6% |
| Participant deferral / active EE | $1,320 | $4,654-71.6% | $5,565-76.3% | $3,470-62.0% |
| Admin fee / account holder | $1,481 | $9,275-84.0% | $7,539-80.4% | $4,887-69.7% |