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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 | $9,559 | $46,534-79.5% | $64,097-85.1% | $75,177-87.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.68% | 26.07%-6.4pp | 33.75%-14.1pp | 160.75%-141.1pp |
| Employer contribution / active EE | $1,719 | $1,976-13.0% | $2,750-37.5% | $2,671-35.6% |
| Participant deferral / active EE | -$9 | $2,835-100.3% | $3,881-100.2% | $4,126-100.2% |
| Admin fee / account holder | $681 | $2,957-77.0% | $3,070-77.8% | $5,651-88.0% |