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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 | $6,083 | $76,834-92.1% | $108,359-94.4% | $87,485-93.0% |
| Participation rate | 74.4% | 61.7%+12.6pp | 70.1%+4.2pp | 68.9%+5.4pp |
| Annual return | 18.98% | 19.09%-0.1pp | 36.89%-17.9pp | 26.06%-7.1pp |
| Employer contribution / active EE | $498 | $1,556-68.0% | $2,399-79.2% | $2,596-80.8% |
| Participant deferral / active EE | $890 | $3,100-71.3% | $4,137-78.5% | $4,274-79.2% |
| Admin fee / account holder | $312 | $6,537-95.2% | $9,741-96.8% | $7,775-96.0% |