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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 | $3,520 | $45,043-92.2% | $63,005-94.4% | $70,124-95.0% |
| Participation rate | 81.8% | 69.5%+12.3pp | 74.8%+7.0pp | 69.5%+12.3pp |
| Annual return | 16.17% | 18.76%-2.6pp | 87.59%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $524 | $2,052-74.5% | $2,760-81.0% | $2,342-77.6% |
| Participant deferral / active EE | $585 | $2,466-76.3% | $3,329-82.4% | $3,332-82.4% |
| Admin fee / account holder | $1,084 | $2,833-61.7% | $3,599-69.9% | $4,645-76.7% |