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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 | $9,598 | $58,493-83.6% | $84,023-88.6% | $72,976-86.8% |
| Participation rate | 83.1% | 61.2%+21.8pp | 69.0%+14.0pp | 69.5%+13.6pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.32%-51.8pp | 81.02%-61.5pp |
| Employer contribution / active EE | $254 | $1,163-78.1% | $1,984-87.2% | $2,440-89.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,328 | $4,569-70.9% | $6,102-78.2% | $5,124-74.1% |