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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 | $6,621 | $99,875-93.4% | $146,866-95.5% | $86,983-92.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.5%+3.2pp |
| Annual return | 14.06% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,099 | $3,224-65.9% | $4,425-75.2% | $2,584-57.5% |
| Participant deferral / active EE | $2,254 | $6,322-64.4% | $7,759-71.0% | $4,194-46.3% |
| Admin fee / account holder | $382 | $7,838-95.1% | $13,620-97.2% | $7,856-95.1% |