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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 | $7,159 | $88,707-91.9% | $74,184-90.3% | $273,972-97.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 2.85% | 11.94%-9.1pp | 17.74%-14.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $875 | $3,159-72.3% | $2,370-63.1% | $4,869-82.0% |
| Participant deferral / active EE | $696 | $4,212-83.5% | $3,550-80.4% | $5,287-86.8% |
| Admin fee / account holder | $902 | $8,717-89.7% | $5,586-83.9% | $10,133-91.1% |