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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 | $10,550 | $55,713-81.1% | $75,901-86.1% | $72,975-85.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.72% | 27.60%-9.9pp | 30.76%-13.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $476 | $1,687-71.8% | $2,501-81.0% | $2,440-80.5% |
| Participant deferral / active EE | $714 | $2,634-72.9% | $3,603-80.2% | $3,608-80.2% |
| Admin fee / account holder | $1,813 | $3,980-54.5% | $5,420-66.6% | $5,124-64.6% |