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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 | $4,583 | $78,015-94.1% | $178,505-97.4% | $80,959-94.3% |
| Participation rate | 72.4% | 65.7%+6.7pp | 77.1%-4.7pp | 67.7%+4.7pp |
| Annual return | 14.04% | 18.10%-4.1pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $964 | $2,281-57.8% | $3,955-75.6% | $2,757-65.1% |
| Participant deferral / active EE | $1,118 | $4,406-74.6% | $6,280-82.2% | $4,300-74.0% |
| Admin fee / account holder | $4,025 | $7,160-43.8% | $10,428-61.4% | $6,925-41.9% |