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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 | $8,034 | $93,617-91.4% | $135,982-94.1% | $75,177-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.96% | 30.89%-11.9pp | 68.32%-49.4pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,861 | $6,406-70.9% | $7,760-76.0% | $4,126-54.9% |
| Admin fee / account holder | $802 | $6,980-88.5% | $10,767-92.6% | $5,651-85.8% |