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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 | $6,256 | $45,087-86.1% | $69,483-91.0% | $72,976-91.4% |
| Participation rate | 79.3% | 68.5%+10.8pp | 74.6%+4.7pp | 69.5%+9.8pp |
| Annual return | 15.68% | 22.67%-7.0pp | 28.99%-13.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $533 | $2,055-74.1% | $2,780-80.8% | $2,440-78.1% |
| Participant deferral / active EE | $418 | $2,603-83.9% | $3,537-88.2% | $3,608-88.4% |
| Admin fee / account holder | $716 | $3,057-76.6% | $3,841-81.4% | $5,124-86.0% |