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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 | $5,472 | $72,486-92.5% | $87,103-93.7% | $72,976-92.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 16.11% | 24.46%-8.3pp | 28.19%-12.1pp | 81.02%-64.9pp |
| Employer contribution / active EE | $778 | $1,894-58.9% | $2,521-69.1% | $2,440-68.1% |
| Participant deferral / active EE | $693 | $3,270-78.8% | $4,049-82.9% | $3,608-80.8% |
| Admin fee / account holder | $793 | $5,055-84.3% | $7,491-89.4% | $5,124-84.5% |