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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 | $8,567 | $136,307-93.7% | $106,619-92.0% | $273,972-96.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.91% | 11.05%-7.1pp | 9.42%-5.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $3,391 | $5,190-34.7% | $3,947-14.1% | $4,869-30.4% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,398 | $8,625-83.8% | $6,418-78.2% | $10,133-86.2% |