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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 | $8,753 | $58,493-85.0% | $84,023-89.6% | $72,976-88.0% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.0%+28.8pp | 69.5%+28.3pp |
| Annual return | 43.07% | 28.93%+14.1pp | 71.32%-28.3pp | 81.02%-37.9pp |
| Employer contribution / active EE | $272 | $1,163-76.6% | $1,984-86.3% | $2,440-88.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $364 | $4,569-92.0% | $6,102-94.0% | $5,124-92.9% |