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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 | $10,906 | $45,041-75.8% | $63,003-82.7% | $70,131-84.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.23% | 18.76%+2.5pp | 87.59%-66.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $974 | $2,052-52.5% | $2,760-64.7% | $2,342-58.4% |
| Participant deferral / active EE | $365 | $2,465-85.2% | $3,329-89.0% | $3,332-89.0% |
| Admin fee / account holder | $396 | $2,836-86.0% | $3,600-89.0% | $4,645-91.5% |