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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 | $3,250 | $56,894-94.3% | $84,753-96.2% | $62,881-94.8% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 4.63% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.5pp |
| Employer contribution / active EE | $651 | $2,400-72.9% | $3,574-81.8% | $2,281-71.5% |
| Participant deferral / active EE | $844 | $2,709-68.8% | $3,712-77.3% | $3,203-73.6% |
| Admin fee / account holder | $333 | $3,581-90.7% | $5,333-93.7% | $4,296-92.2% |