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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 | $5,421 | $56,287-90.4% | $80,977-93.3% | $62,881-91.4% |
| Participation rate | 84.4% | 68.9%+15.5pp | 75.8%+8.6pp | 69.3%+15.1pp |
| Annual return | 12.13% | 22.13%-10.0pp | 17.11%-5.0pp | 20.14%-8.0pp |
| Employer contribution / active EE | $689 | $1,943-64.6% | $3,715-81.5% | $2,281-69.8% |
| Participant deferral / active EE | $928 | $4,196-77.9% | $5,696-83.7% | $3,203-71.0% |
| Admin fee / account holder | $367 | $3,742-90.2% | $5,517-93.3% | $4,296-91.5% |