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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 | $6,311 | $84,236-92.5% | $170,435-96.3% | $70,126-91.0% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 17.09% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $423 | $3,387-87.5% | $5,432-92.2% | $2,343-81.9% |
| Participant deferral / active EE | $730 | $3,086-76.4% | $4,939-85.2% | $3,332-78.1% |
| Admin fee / account holder | $661 | $5,698-88.4% | $13,881-95.2% | $4,645-85.8% |