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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 | $13,628 | $54,541-75.0% | $78,778-82.7% | $70,124-80.6% |
| Participation rate | 92.9% | 60.8%+32.1pp | 69.2%+23.7pp | 69.5%+23.3pp |
| Annual return | 13.11% | 21.07%-8.0pp | 35.62%-22.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $270 | $1,089-75.2% | $1,986-86.4% | $2,342-88.5% |
| Participant deferral / active EE | $605 | $2,210-72.6% | $2,958-79.6% | $3,332-81.9% |
| Admin fee / account holder | $1,000 | $3,709-73.0% | $5,134-80.5% | $4,645-78.5% |