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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 | $9,654 | $52,580-81.6% | $71,671-86.5% | $70,126-86.2% |
| Participation rate | 72.7% | 60.9%+11.9pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 15.56% | 20.25%-4.7pp | 20.65%-5.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $523 | $1,616-67.6% | $2,460-78.7% | $2,343-77.7% |
| Participant deferral / active EE | $622 | $2,386-73.9% | $3,438-81.9% | $3,332-81.3% |
| Admin fee / account holder | $557 | $3,653-84.7% | $5,558-90.0% | $4,645-88.0% |