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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 | $7,663 | $84,236-90.9% | $170,435-95.5% | $70,126-89.1% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 12.84% | 23.06%-10.2pp | 205.94%-193.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $931 | $3,387-72.5% | $5,432-82.9% | $2,343-60.2% |
| Participant deferral / active EE | $448 | $3,086-85.5% | $4,939-90.9% | $3,332-86.6% |
| Admin fee / account holder | $1,059 | $5,698-81.4% | $13,881-92.4% | $4,645-77.2% |