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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 | $8,169 | $106,864-92.4% | $147,318-94.5% | $82,637-90.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.28% | 27.49%-9.2pp | 70.43%-52.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $910 | $3,417-73.4% | $4,593-80.2% | $2,552-64.3% |
| Participant deferral / active EE | $2,432 | $6,496-62.6% | $7,906-69.2% | $4,126-41.1% |
| Admin fee / account holder | $2,017 | $8,415-76.0% | $13,708-85.3% | $7,339-72.5% |