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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 | $6,310 | $109,359-94.2% | $162,171-96.1% | $72,983-91.4% |
| Participation rate | 82.5% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+13.0pp |
| Annual return | 25.96% | 25.46%+0.5pp | 115.60%-89.6pp | 81.01%-55.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,030 | $5,481-63.0% | $7,297-72.2% | $3,608-43.7% |
| Admin fee / account holder | $633 | $7,972-92.1% | $10,843-94.2% | $5,124-87.6% |