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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 | $7,513 | $64,311-88.3% | $57,356-86.9% | $125,389-94.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | 0.41% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,313 | $3,193-27.5% | $2,689-14.0% | $4,866-52.5% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $432 | $5,243-91.8% | $3,357-87.1% | $9,541-95.5% |