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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 | $7,226 | $49,255-85.3% | $70,494-89.7% | $79,856-91.0% |
| Participation rate | 79.3% | 69.2%+10.2pp | 75.1%+4.3pp | 69.6%+9.7pp |
| Annual return | 12.48% | 30.10%-17.6pp | 109.16%-96.7pp | 31.71%-19.2pp |
| Employer contribution / active EE | $535 | $2,100-74.5% | $2,738-80.5% | $2,471-78.4% |
| Participant deferral / active EE | $566 | $2,768-79.5% | $3,711-84.7% | $3,741-84.9% |
| Admin fee / account holder | $856 | $2,879-70.3% | $3,848-77.8% | $5,306-83.9% |