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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 | $6,849 | $99,875-93.1% | $146,866-95.3% | $86,983-92.1% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.5%+7.6pp |
| Annual return | 20.92% | 28.10%-7.2pp | 102.85%-81.9pp | 25.83%-4.9pp |
| Employer contribution / active EE | $341 | $3,224-89.4% | $4,425-92.3% | $2,584-86.8% |
| Participant deferral / active EE | $1,557 | $6,322-75.4% | $7,759-79.9% | $4,194-62.9% |
| Admin fee / account holder | $468 | $7,838-94.0% | $13,620-96.6% | $7,856-94.0% |