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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 | $5,502 | $78,690-93.0% | $161,489-96.6% | $87,485-93.7% |
| Participation rate | 80.8% | 67.5%+13.3pp | 78.7%+2.1pp | 68.9%+11.8pp |
| Annual return | 18.03% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $774 | $2,588-70.1% | $4,268-81.9% | $2,596-70.2% |
| Participant deferral / active EE | $884 | $3,311-73.3% | $5,630-84.3% | $4,274-79.3% |
| Admin fee / account holder | $632 | $6,724-90.6% | $16,006-96.1% | $7,775-91.9% |