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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 | $21,229 | $58,828-63.9% | $78,002-72.8% | $62,881-66.2% |
| Participation rate | 92.5% | 71.1%+21.4pp | 75.5%+16.9pp | 69.3%+23.1pp |
| Annual return | 9.16% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $575 | $1,672-65.6% | $2,470-76.7% | $2,281-74.8% |
| Participant deferral / active EE | $414 | $2,686-84.6% | $3,497-88.1% | $3,203-87.1% |
| Admin fee / account holder | $2,859 | $4,393-34.9% | $5,481-47.8% | $4,296-33.4% |