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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 | $9,059 | $138,386-93.5% | $184,260-95.1% | $80,935-88.8% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.7%+5.4pp |
| Annual return | 15.58% | 20.02%-4.4pp | 28.84%-13.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,590 | $4,851-67.2% | $6,427-75.3% | $2,757-42.3% |
| Participant deferral / active EE | $2,010 | $7,076-71.6% | $9,133-78.0% | $4,299-53.2% |
| Admin fee / account holder | $344 | $10,489-96.7% | $13,898-97.5% | $6,924-95.0% |