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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 | $8,426 | $108,825-92.3% | $156,181-94.6% | $82,448-89.8% |
| Participation rate | 93.1% | 72.4%+20.7pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 19.39% | 20.59%-1.2pp | 64.87%-45.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $812 | $2,870-71.7% | $4,294-81.1% | $2,551-68.2% |
| Participant deferral / active EE | $1,011 | $4,577-77.9% | $6,132-83.5% | $4,139-75.6% |
| Admin fee / account holder | $646 | $9,341-93.1% | $14,586-95.6% | $7,234-91.1% |