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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 | $73,787-91.8% | $98,716-93.8% | $82,448-92.6% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.3%+5.1pp | 68.1%+6.3pp |
| Annual return | 18.98% | 18.57%+0.4pp | 31.81%-12.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $498 | $1,511-67.1% | $2,279-78.1% | $2,551-80.5% |
| Participant deferral / active EE | $890 | $3,081-71.1% | $4,048-78.0% | $4,139-78.5% |
| Admin fee / account holder | $312 | $6,500-95.2% | $8,703-96.4% | $7,234-95.7% |