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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 | $10,195 | $47,977-78.8% | $154,108-93.4% | $56,289-81.9% |
| Participation rate | 87.9% | 66.2%+21.7pp | 83.0%+4.8pp | 69.9%+18.0pp |
| Annual return | 2.09% | 3.54%-1.5pp | 735.21%-733.1pp | -9.96%+12.0pp |
| Employer contribution / active EE | $618 | $2,169-71.5% | $5,298-88.3% | $2,111-70.7% |
| Participant deferral / active EE | $704 | $2,392-70.6% | $5,081-86.1% | $3,350-79.0% |
| Admin fee / account holder | $2,796 | $438+538.0% | $13,411-79.2% | $521+436.6% |