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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 | $6,290 | $86,949-92.8% | $102,460-93.9% | $80,959-92.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 14.88% | 18.89%-4.0pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $839 | $2,370-64.6% | $3,025-72.3% | $2,757-69.6% |
| Participant deferral / active EE | $1,392 | $4,121-66.2% | $5,056-72.5% | $4,300-67.6% |
| Admin fee / account holder | $532 | $8,048-93.4% | $9,460-94.4% | $6,925-92.3% |