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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 | $9,045 | $112,729-92.0% | $98,716-90.8% | $137,256-93.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 17.94% | 38.48%-20.5pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $561 | $2,725-79.4% | $2,279-75.4% | $4,156-86.5% |
| Participant deferral / active EE | $594 | $4,640-87.2% | $4,048-85.3% | $6,407-90.7% |
| Admin fee / account holder | $1,251 | $10,129-87.7% | $8,703-85.6% | $12,270-89.8% |