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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 | $8,881 | $54,541-83.7% | $78,778-88.7% | $70,126-87.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.33% | 21.07%-4.7pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $736 | $1,089-32.4% | $1,986-63.0% | $2,343-68.6% |
| Participant deferral / active EE | $342 | $2,210-84.5% | $2,958-88.4% | $3,332-89.7% |
| Admin fee / account holder | $2,075 | $3,709-44.1% | $5,134-59.6% | $4,645-55.3% |