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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 | $40,275-77.4% | $57,356-84.1% | $59,633-84.7% |
| Participation rate | 83.3% | 69.1%+14.2pp | 75.1%+8.3pp | 68.7%+14.7pp |
| Annual return | 0.46% | 27.52%-27.1pp | 24.41%-23.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $461 | $1,921-76.0% | $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 | $2,820-21.5% | $3,357-34.0% | $4,297-48.5% |