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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 | $9,357 | $83,908-88.8% | $68,509-86.3% | $125,389-92.5% |
| Participation rate | 93.8% | 78.2%+15.6pp | 74.7%+19.0pp | 83.2%+10.6pp |
| Annual return | 0.17% | 14.48%-14.3pp | 8.27%-8.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,552 | $3,031-48.8% | $2,278-31.9% | $4,866-68.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,925 | $8,982-67.4% | $5,275-44.6% | $9,541-69.3% |