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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 | $78,690-88.4% | $161,489-94.4% | $87,485-89.6% |
| Participation rate | 84.5% | 67.5%+17.0pp | 78.7%+5.8pp | 68.9%+15.6pp |
| Annual return | 14.71% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $802 | $2,588-69.0% | $4,268-81.2% | $2,596-69.1% |
| Participant deferral / active EE | $326 | $3,311-90.1% | $5,630-94.2% | $4,274-92.4% |
| Admin fee / account holder | $1,112 | $6,724-83.5% | $16,006-93.1% | $7,775-85.7% |