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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 | $9,135 | $60,349-84.9% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 75.9% | 72.7%+3.1pp | 76.6%-0.8pp | 69.3%+6.6pp |
| Annual return | 10.66% | 21.38%-10.7pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $362 | $1,680-78.5% | $2,370-84.7% | $2,281-84.1% |
| Participant deferral / active EE | $1,152 | $2,856-59.7% | $3,550-67.6% | $3,203-64.0% |
| Admin fee / account holder | $473 | $4,261-88.9% | $5,586-91.5% | $4,296-89.0% |