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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 | $10,429 | $72,177-85.6% | $115,038-90.9% | $59,633-82.5% |
| Participation rate | 70.2% | 72.6%-2.3pp | 81.4%-11.2pp | 68.7%+1.5pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $882 | $2,841-69.0% | $4,608-80.9% | $2,203-60.0% |
| Participant deferral / active EE | $809 | $4,783-83.1% | $6,026-86.6% | $3,192-74.6% |
| Admin fee / account holder | $337 | $4,927-93.2% | $8,175-95.9% | $4,297-92.1% |