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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 | $10,793 | $76,551-85.9% | $123,894-91.3% | $62,881-82.8% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $714 | $2,882-75.2% | $4,617-84.5% | $2,281-68.7% |
| Participant deferral / active EE | $657 | $4,840-86.4% | $5,984-89.0% | $3,203-79.5% |
| Admin fee / account holder | $841 | $4,826-82.6% | $8,357-89.9% | $4,296-80.4% |