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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 | $6,149 | $81,276-92.4% | $155,574-96.0% | $80,925-92.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 18.39% | 33.36%-15.0pp | 64.87%-46.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $836 | $3,103-73.1% | $4,676-82.1% | $2,756-69.7% |
| Participant deferral / active EE | $419 | $3,453-87.9% | $5,629-92.6% | $4,299-90.3% |
| Admin fee / account holder | $1,658 | $7,993-79.3% | $15,914-89.6% | $6,940-76.1% |