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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 | $8,255 | $69,541-88.1% | $59,899-86.2% | $135,380-93.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.50% | 7.95%+0.6pp | 3.46%+5.0pp | 519.81%-511.3pp |
| Employer contribution / active EE | $508 | $3,236-84.3% | $2,723-81.4% | $4,779-89.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $341 | $5,737-94.1% | $3,592-90.5% | $10,828-96.8% |