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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 | $9,472 | $49,255-80.8% | $70,494-86.6% | $79,856-88.1% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 19.35% | 30.10%-10.8pp | 109.16%-89.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $952 | $2,100-54.7% | $2,738-65.2% | $2,471-61.5% |
| Participant deferral / active EE | $373 | $2,768-86.5% | $3,711-89.9% | $3,741-90.0% |
| Admin fee / account holder | $578 | $2,879-79.9% | $3,848-85.0% | $5,306-89.1% |