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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 | $17,344 | $76,551-77.3% | $123,894-86.0% | $62,881-72.4% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $517 | $2,882-82.1% | $4,617-88.8% | $2,281-77.3% |
| Participant deferral / active EE | $603 | $4,840-87.5% | $5,984-89.9% | $3,203-81.2% |
| Admin fee / account holder | $453 | $4,826-90.6% | $8,357-94.6% | $4,296-89.5% |