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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 | $6,232 | $81,358-92.3% | $155,556-96.0% | $80,959-92.3% |
| Participation rate | 71.1% | 66.3%+4.8pp | 78.2%-7.1pp | 67.7%+3.4pp |
| Annual return | 10.95% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $457 | $3,106-85.3% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $683 | $3,455-80.2% | $5,631-87.9% | $4,300-84.1% |
| Admin fee / account holder | $965 | $7,994-87.9% | $15,885-93.9% | $6,925-86.1% |