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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 | $7,392 | $81,504-90.9% | $102,437-92.8% | $80,959-90.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $973 | $3,871-74.9% | $5,060-80.8% | $4,300-77.4% |
| Admin fee / account holder | $547 | $6,719-91.9% | $8,388-93.5% | $6,925-92.1% |