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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 | $7,199 | $81,358-91.2% | $155,556-95.4% | $80,959-91.1% |
| Participation rate | 82.2% | 66.3%+16.0pp | 78.2%+4.0pp | 67.7%+14.6pp |
| Annual return | 12.66% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $781 | $3,106-74.8% | $4,675-83.3% | $2,757-71.7% |
| Participant deferral / active EE | $470 | $3,455-86.4% | $5,631-91.7% | $4,300-89.1% |
| Admin fee / account holder | $960 | $7,994-88.0% | $15,885-94.0% | $6,925-86.1% |