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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 | $8,064 | $124,980-93.5% | $108,359-92.6% | $154,746-94.8% |
| Participation rate | 76.9% | 75.2%+1.8pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 19.06% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,092 | $2,851-61.7% | $2,399-54.5% | $4,379-75.1% |
| Participant deferral / active EE | $1,078 | $4,743-77.3% | $4,137-73.9% | $6,730-84.0% |
| Admin fee / account holder | $797 | $11,502-93.1% | $9,741-91.8% | $14,365-94.5% |