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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 | $9,103 | $40,263-77.4% | $57,347-84.1% | $59,632-84.7% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.2pp | 68.7%+14.7pp |
| Annual return | 0.46% | 27.50%-27.0pp | 24.40%-23.9pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $461 | $1,922-76.0% | $2,689-82.9% | $2,203-79.1% |
| Participant deferral / active EE | $632 | $2,400-73.7% | $3,162-80.0% | $3,192-80.2% |
| Admin fee / account holder | $2,214 | $2,819-21.4% | $3,356-34.0% | $4,297-48.5% |