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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 | $112,729-92.8% | $98,716-91.8% | $137,256-94.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 19.06% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,092 | $2,725-59.9% | $2,279-52.1% | $4,156-73.7% |
| Participant deferral / active EE | $1,078 | $4,640-76.8% | $4,048-73.4% | $6,407-83.2% |
| Admin fee / account holder | $797 | $10,129-92.1% | $8,703-90.8% | $12,270-93.5% |