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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 | $1,068 | $58,627-98.2% | $76,735-98.6% | $82,448-98.7% |
| Participation rate | 74.1% | 63.2%+10.9pp | 69.5%+4.6pp | 68.1%+6.0pp |
| Annual return | 14.05% | 39.10%-25.0pp | 29.77%-15.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $691 | $3,134-78.0% | $4,088-83.1% | $4,139-83.3% |
| Admin fee / account holder | $696 | $5,323-86.9% | $7,189-90.3% | $7,234-90.4% |