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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 | $9,547 | $101,950-90.6% | $125,529-92.4% | $86,983-89.0% |
| Participation rate | 72.7% | 70.2%+2.6pp | 74.7%-2.0pp | 69.5%+3.2pp |
| Annual return | 12.59% | 18.29%-5.7pp | 202.56%-190.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $744 | $2,358-68.5% | $3,058-75.7% | $2,584-71.2% |
| Participant deferral / active EE | $857 | $3,862-77.8% | $4,813-82.2% | $4,194-79.6% |
| Admin fee / account holder | $1,645 | $12,791-87.1% | $16,298-89.9% | $7,856-79.1% |