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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 | $7,579 | $47,848-84.2% | $81,473-90.7% | $70,126-89.2% |
| Participation rate | 75.6% | 58.3%+17.3pp | 68.0%+7.7pp | 69.5%+6.1pp |
| Annual return | 18.23% | 27.25%-9.0pp | 38.78%-20.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,642 | $1,527+73.0% | $2,568+2.9% | $2,343+12.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $558 | $3,145-82.2% | $4,561-87.8% | $4,645-88.0% |