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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 | $81,446-90.9% | $103,374-92.8% | $80,874-90.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.52% | 25.57%-12.0pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $973 | $3,870-74.9% | $5,058-80.8% | $4,297-77.4% |
| Admin fee / account holder | $547 | $6,715-91.9% | $8,394-93.5% | $6,935-92.1% |