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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 | $5,635 | $72,607-92.2% | $90,259-93.8% | $87,485-93.6% |
| Participation rate | 80.0% | 64.8%+15.2pp | 70.7%+9.3pp | 68.9%+11.1pp |
| Annual return | 14.03% | 18.59%-4.6pp | 18.88%-4.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $574 | $1,919-70.1% | $2,291-74.9% | $2,596-77.9% |
| Participant deferral / active EE | $1,066 | $3,055-65.1% | $3,827-72.1% | $4,274-75.1% |
| Admin fee / account holder | $1,929 | $5,947-67.6% | $7,267-73.5% | $7,775-75.2% |