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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 | $12,228 | $72,269-83.1% | $101,271-87.9% | $79,852-84.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.65% | 22.29%-10.6pp | 46.48%-34.8pp | 31.72%-20.1pp |
| Employer contribution / active EE | $2,572 | $2,692-4.5% | $3,660-29.7% | $2,471+4.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,902 | $4,401-56.8% | $5,948-68.0% | $5,306-64.2% |