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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 | $5,704 | $60,352-90.5% | $74,185-92.3% | $62,881-90.9% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 7.42% | 21.37%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $925 | $1,680-44.9% | $2,370-61.0% | $2,281-59.4% |
| Participant deferral / active EE | $1,115 | $2,856-61.0% | $3,550-68.6% | $3,203-65.2% |
| Admin fee / account holder | $486 | $4,261-88.6% | $5,586-91.3% | $4,296-88.7% |