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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 | $9,185 | $48,078-80.9% | $78,676-88.3% | $62,881-85.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.45% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,054 | $2,015-47.7% | $2,850-63.0% | $2,281-53.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $473 | $3,206-85.3% | $4,510-89.5% | $4,296-89.0% |