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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 | $4,651 | $39,132-88.1% | $57,196-91.9% | $62,881-92.6% |
| Participation rate | 93.8% | 70.5%+23.3pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 4.23% | 9.24%-5.0pp | 14.59%-10.4pp | 20.14%-15.9pp |
| Employer contribution / active EE | $547 | $1,874-70.8% | $2,683-79.6% | $2,281-76.0% |
| Participant deferral / active EE | $512 | $2,374-78.4% | $3,096-83.5% | $3,203-84.0% |
| Admin fee / account holder | $343 | $2,594-86.8% | $3,141-89.1% | $4,296-92.0% |