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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 | $8,738 | $65,395-86.6% | $182,540-95.2% | $72,975-88.0% |
| Participation rate | 73.1% | 65.4%+7.6pp | 78.0%-4.9pp | 69.5%+3.6pp |
| Annual return | 25.12% | 27.68%-2.6pp | 148.58%-123.5pp | 81.01%-55.9pp |
| Employer contribution / active EE | $552 | $1,911-71.1% | $4,076-86.5% | $2,440-77.4% |
| Participant deferral / active EE | $702 | $3,563-80.3% | $5,525-87.3% | $3,608-80.5% |
| Admin fee / account holder | $844 | $4,245-80.1% | $8,593-90.2% | $5,124-83.5% |