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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 | $8,025 | $73,787-89.1% | $98,716-91.9% | $82,448-90.3% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.3%+18.6pp | 68.1%+19.8pp |
| Annual return | 18.39% | 18.57%-0.2pp | 31.81%-13.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $885 | $1,511-41.4% | $2,279-61.2% | $2,551-65.3% |
| Participant deferral / active EE | $1,100 | $3,081-64.3% | $4,048-72.8% | $4,139-73.4% |
| Admin fee / account holder | $353 | $6,500-94.6% | $8,703-95.9% | $7,234-95.1% |