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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 | $6,515 | $49,177-86.8% | $79,467-91.8% | $64,173-89.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | 11.44% | -1.16%+12.6pp | 718.30%-706.9pp | 7.63%+3.8pp |
| Employer contribution / active EE | $449 | $2,076-78.4% | $2,800-84.0% | $2,381-81.1% |
| Participant deferral / active EE | $495 | $2,821-82.4% | $3,704-86.6% | $3,470-85.7% |
| Admin fee / account holder | $623 | $3,839-83.8% | $5,104-87.8% | $4,887-87.2% |