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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 | $9,777 | $55,713-82.5% | $75,901-87.1% | $72,975-86.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.85% | 27.60%-9.7pp | 30.76%-12.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,742 | $1,687+3.2% | $2,501-30.4% | $2,440-28.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $309 | $3,980-92.2% | $5,420-94.3% | $5,124-94.0% |