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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 | $9,677 | $56,054-82.7% | $171,082-94.3% | $62,881-84.6% |
| Participation rate | 94.9% | 62.9%+32.0pp | 76.7%+18.2pp | 69.3%+25.6pp |
| Annual return | 7.24% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $769 | $1,731-55.6% | $4,002-80.8% | $2,281-66.3% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,957 | $3,647+392.4% | $8,520+110.8% | $4,296+318.0% |