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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 | $11,883 | $48,364-75.4% | $71,796-83.4% | $62,881-81.1% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 10.16% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $524 | $3,771-86.1% | $4,815-89.1% | $4,296-87.8% |