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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 | $5,327 | $56,054-90.5% | $171,082-96.9% | $62,881-91.5% |
| Participation rate | 70.5% | 62.9%+7.6pp | 76.7%-6.2pp | 69.3%+1.2pp |
| Annual return | 7.92% | 22.52%-14.6pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $268 | $1,731-84.5% | $4,002-93.3% | $2,281-88.2% |
| Participant deferral / active EE | $326 | $3,158-89.7% | $4,797-93.2% | $3,203-89.8% |
| Admin fee / account holder | $625 | $3,647-82.9% | $8,520-92.7% | $4,296-85.5% |