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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 | $7,675 | $54,541-85.9% | $78,778-90.3% | $70,126-89.1% |
| Participation rate | 71.2% | 60.8%+10.4pp | 69.2%+2.0pp | 69.5%+1.7pp |
| Annual return | 17.59% | 21.07%-3.5pp | 35.62%-18.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $382 | $1,089-64.9% | $1,986-80.7% | $2,343-83.7% |
| Participant deferral / active EE | $906 | $2,210-59.0% | $2,958-69.4% | $3,332-72.8% |
| Admin fee / account holder | $866 | $3,709-76.7% | $5,134-83.1% | $4,645-81.4% |