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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 | $9,379 | $55,684-83.2% | $75,900-87.6% | $72,976-87.1% |
| Participation rate | 92.7% | 61.1%+31.5pp | 69.3%+23.4pp | 69.5%+23.2pp |
| Annual return | 23.02% | 27.60%-4.6pp | 30.73%-7.7pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,708 | $1,687+60.6% | $2,501+8.3% | $2,440+11.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $909 | $3,981-77.2% | $5,421-83.2% | $5,124-82.3% |