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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 | $9,867 | $49,177-79.9% | $79,466-87.6% | $64,173-84.6% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | 9.52% | -1.16%+10.7pp | 718.28%-708.8pp | 7.63%+1.9pp |
| Employer contribution / active EE | $313 | $2,076-84.9% | $2,800-88.8% | $2,381-86.8% |
| Participant deferral / active EE | $41 | $2,821-98.5% | $3,704-98.9% | $3,470-98.8% |
| Admin fee / account holder | $451 | $3,839-88.2% | $5,104-91.2% | $4,887-90.8% |