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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 | $19,416 | $60,349-67.8% | $74,184-73.8% | $62,881-69.1% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 7.52% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $654 | $1,680-61.1% | $2,370-72.4% | $2,281-71.3% |
| Participant deferral / active EE | $554 | $2,856-80.6% | $3,550-84.4% | $3,203-82.7% |
| Admin fee / account holder | $881 | $4,261-79.3% | $5,586-84.2% | $4,296-79.5% |