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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 | $17,318 | $56,287-69.2% | $80,977-78.6% | $62,881-72.5% |
| Participation rate | 88.5% | 68.9%+19.5pp | 75.8%+12.7pp | 69.3%+19.2pp |
| Annual return | 6.61% | 22.13%-15.5pp | 17.11%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $290 | $1,943-85.1% | $3,715-92.2% | $2,281-87.3% |
| Participant deferral / active EE | $910 | $4,196-78.3% | $5,696-84.0% | $3,203-71.6% |
| Admin fee / account holder | $517 | $3,742-86.2% | $5,517-90.6% | $4,296-88.0% |