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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 | $9,940 | $57,352-82.7% | $83,831-88.1% | $64,173-84.5% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | 5.99% | 11.38%-5.4pp | 850.99%-845.0pp | 7.63%-1.6pp |
| Employer contribution / active EE | $3,932 | $2,546+54.5% | $3,631+8.3% | $2,381+65.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,393 | $4,046-40.9% | $5,479-56.3% | $4,887-51.0% |