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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 | $9,510 | $93,064-89.8% | $74,577-87.2% | $273,972-96.5% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 8.01% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,054 | $3,160-66.7% | $2,525-58.3% | $4,869-78.4% |
| Participant deferral / active EE | $404 | $4,160-90.3% | $3,458-88.3% | $5,287-92.4% |
| Admin fee / account holder | $435 | $5,273-91.7% | $4,138-89.5% | $10,133-95.7% |