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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 | $9,365 | $43,075-78.3% | $74,577-87.4% | $62,881-85.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.66% | 17.50%-11.8pp | 20.47%-14.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,787 | $1,498+86.1% | $2,525+10.4% | $2,281+22.2% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,383 | $2,840-51.3% | $4,138-66.6% | $4,296-67.8% |