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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 | $5,108 | $57,575-91.1% | $124,067-95.9% | $86,983-94.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 66.9%+33.1pp | 69.5%+30.5pp |
| Annual return | 17.81% | 19.65%-1.8pp | 31.06%-13.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $944 | $1,615-41.6% | $2,166-56.4% | $2,584-63.5% |
| Participant deferral / active EE | $785 | $2,623-70.1% | $3,463-77.3% | $4,194-81.3% |
| Admin fee / account holder | $353 | $8,506-95.9% | $7,351-95.2% | $7,856-95.5% |