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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 | $7,469 | $65,364-88.6% | $92,909-92.0% | $72,975-89.8% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 18.00% | 42.11%-24.1pp | 109.44%-91.4pp | 81.01%-63.0pp |
| Employer contribution / active EE | $841 | $2,594-67.6% | $3,653-77.0% | $2,440-65.5% |
| Participant deferral / active EE | $1,007 | $3,128-67.8% | $4,238-76.2% | $3,608-72.1% |
| Admin fee / account holder | $2,086 | $4,251-50.9% | $5,795-64.0% | $5,124-59.3% |