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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 | $6,927 | $78,690-91.2% | $161,489-95.7% | $87,485-92.1% |
| Participation rate | 90.3% | 67.5%+22.9pp | 78.7%+11.6pp | 68.9%+21.4pp |
| Annual return | 14.38% | 32.74%-18.4pp | 89.72%-75.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $463 | $2,588-82.1% | $4,268-89.1% | $2,596-82.2% |
| Participant deferral / active EE | $791 | $3,311-76.1% | $5,630-85.9% | $4,274-81.5% |
| Admin fee / account holder | $927 | $6,724-86.2% | $16,006-94.2% | $7,775-88.1% |