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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 | $7,085 | $78,690-91.0% | $161,489-95.6% | $87,485-91.9% |
| Participation rate | 93.8% | 67.5%+26.3pp | 78.7%+15.1pp | 68.9%+24.8pp |
| Annual return | 15.04% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $617 | $2,588-76.2% | $4,268-85.6% | $2,596-76.2% |
| Participant deferral / active EE | $770 | $3,311-76.7% | $5,630-86.3% | $4,274-82.0% |
| Admin fee / account holder | $478 | $6,724-92.9% | $16,006-97.0% | $7,775-93.9% |