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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 | $6,957 | $50,947-86.3% | $74,551-90.7% | $64,173-89.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.71% | -1.85%+4.6pp | 32.53%-29.8pp | 7.63%-4.9pp |
| Employer contribution / active EE | $385 | $1,115-65.5% | $1,961-80.4% | $2,381-83.8% |
| Participant deferral / active EE | $890 | $2,302-61.3% | $3,108-71.4% | $3,470-74.3% |
| Admin fee / account holder | $3,070 | $4,221-27.3% | $5,059-39.3% | $4,887-37.2% |