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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 | $5,615 | $49,255-88.6% | $70,494-92.0% | $79,856-93.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.86% | 30.10%-21.2pp | 109.16%-100.3pp | 31.71%-22.8pp |
| Employer contribution / active EE | $396 | $2,100-81.2% | $2,738-85.5% | $2,471-84.0% |
| Participant deferral / active EE | $141 | $2,768-94.9% | $3,711-96.2% | $3,741-96.2% |
| Admin fee / account holder | $924 | $2,879-67.9% | $3,848-76.0% | $5,306-82.6% |