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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 | $9,287 | $65,712-85.9% | $57,196-83.8% | $273,972-96.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 5.40% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $419 | $3,280-87.2% | $2,683-84.4% | $4,869-91.4% |
| Participant deferral / active EE | $561 | $3,782-85.2% | $3,096-81.9% | $5,287-89.4% |
| Admin fee / account holder | $2,200 | $4,838-54.5% | $3,141-29.9% | $10,133-78.3% |