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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 | $5,694 | $45,050-87.4% | $63,018-91.0% | $70,126-91.9% |
| Participation rate | 90.6% | 69.5%+21.1pp | 74.8%+15.8pp | 69.5%+21.1pp |
| Annual return | 11.88% | 18.76%-6.9pp | 87.62%-75.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $547 | $2,052-73.4% | $2,761-80.2% | $2,343-76.7% |
| Participant deferral / active EE | $464 | $2,466-81.2% | $3,330-86.1% | $3,332-86.1% |
| Admin fee / account holder | $837 | $2,834-70.5% | $3,601-76.8% | $4,645-82.0% |