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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 | $11,480 | $88,707-87.1% | $74,184-84.5% | $273,972-95.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.93% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $638 | $3,159-79.8% | $2,370-73.1% | $4,869-86.9% |
| Participant deferral / active EE | $764 | $4,212-81.9% | $3,550-78.5% | $5,287-85.6% |
| Admin fee / account holder | $2,679 | $8,717-69.3% | $5,586-52.0% | $10,133-73.6% |