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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 | $5,213 | $45,050-88.4% | $63,018-91.7% | $70,126-92.6% |
| Participation rate | 94.7% | 69.5%+25.2pp | 74.8%+19.9pp | 69.5%+25.2pp |
| Annual return | 15.88% | 18.76%-2.9pp | 87.62%-71.7pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,102 | $2,052-46.3% | $2,761-60.1% | $2,343-53.0% |
| Participant deferral / active EE | $710 | $2,466-71.2% | $3,330-78.7% | $3,332-78.7% |
| Admin fee / account holder | $2,001 | $2,834-29.4% | $3,601-44.4% | $4,645-56.9% |