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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 | $9,400 | $65,034-85.5% | $90,970-89.7% | $79,856-88.2% |
| Participation rate | 84.1% | 61.6%+22.5pp | 69.0%+15.1pp | 69.6%+14.5pp |
| Annual return | 13.12% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $270 | $1,247-78.4% | $2,122-87.3% | $2,471-89.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $465 | $4,536-89.7% | $5,961-92.2% | $5,306-91.2% |