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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 | $7,977 | $78,428-89.8% | $95,960-91.7% | $79,852-90.0% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 11.36% | 19.37%-8.0pp | 91.63%-80.3pp | 31.72%-20.4pp |
| Employer contribution / active EE | $618 | $1,945-68.2% | $2,541-75.7% | $2,471-75.0% |
| Participant deferral / active EE | $545 | $3,440-84.2% | $4,167-86.9% | $3,740-85.4% |
| Admin fee / account holder | $1,058 | $5,622-81.2% | $6,797-84.4% | $5,306-80.1% |