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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 | $8,083 | $108,825-92.6% | $156,181-94.8% | $82,448-90.2% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 17.99% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,202 | $2,870-58.1% | $4,294-72.0% | $2,551-52.9% |
| Participant deferral / active EE | $1,809 | $4,577-60.5% | $6,132-70.5% | $4,139-56.3% |
| Admin fee / account holder | $814 | $9,341-91.3% | $14,586-94.4% | $7,234-88.7% |