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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 | $5,230 | $45,050-88.4% | $63,018-91.7% | $70,126-92.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.35% | 18.76%-7.4pp | 87.62%-76.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $520 | $2,052-74.6% | $2,761-81.2% | $2,343-77.8% |
| Participant deferral / active EE | $129 | $2,466-94.8% | $3,330-96.1% | $3,332-96.1% |
| Admin fee / account holder | $671 | $2,834-76.3% | $3,601-81.4% | $4,645-85.6% |