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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 | $19,458 | $70,418-72.4% | $96,570-79.9% | $85,847-77.3% |
| Participation rate | 75.8% | 61.8%+13.9pp | 69.8%+5.9pp | 69.3%+6.4pp |
| Annual return | 11.98% | 18.59%-6.6pp | 37.79%-25.8pp | 318.61%-306.6pp |
| Employer contribution / active EE | $397 | $1,413-71.9% | $2,357-83.2% | $2,565-84.5% |
| Participant deferral / active EE | $102 | $2,894-96.5% | $3,849-97.4% | $3,952-97.4% |
| Admin fee / account holder | $576 | $4,995-88.5% | $6,182-90.7% | $6,261-90.8% |