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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 | $9,102 | $77,814-88.3% | $158,223-94.2% | $86,983-89.5% |
| Participation rate | 84.5% | 68.4%+16.1pp | 79.2%+5.3pp | 69.5%+14.9pp |
| Annual return | 14.71% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $802 | $2,592-69.0% | $4,109-80.5% | $2,584-69.0% |
| Participant deferral / active EE | $326 | $3,270-90.0% | $5,467-94.0% | $4,194-92.2% |
| Admin fee / account holder | $1,112 | $5,879-81.1% | $16,047-93.1% | $7,856-85.9% |