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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 | $2,703 | $63,845-95.8% | $81,370-96.7% | $80,959-96.7% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.7%+7.3pp |
| Annual return | 15.25% | 16.37%-1.1pp | 24.85%-9.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $515 | $1,980-74.0% | $2,464-79.1% | $2,757-81.3% |
| Participant deferral / active EE | $555 | $3,093-82.0% | $3,885-85.7% | $4,300-87.1% |
| Admin fee / account holder | $457 | $5,688-92.0% | $5,749-92.0% | $6,925-93.4% |