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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 | $10,883 | $64,729-83.2% | $112,263-90.3% | $68,490-84.1% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | 24.75% | -11.40%+36.1pp | 27.49%-2.7pp | -7.85%+32.6pp |
| Employer contribution / active EE | $783 | $2,746-71.5% | $3,636-78.5% | $2,597-69.8% |
| Participant deferral / active EE | $996 | $3,566-72.1% | $4,729-78.9% | $4,028-75.3% |
| Admin fee / account holder | $7,780 | $5,222+49.0% | $6,410+21.4% | $5,403+44.0% |