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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 | $11,188 | $96,558-88.4% | $80,977-86.2% | $273,972-95.9% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.8%-1.9pp | 83.0%-9.1pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.11%-10.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $677 | $4,869-86.1% | $3,715-81.8% | $4,869-86.1% |
| Participant deferral / active EE | $929 | $6,598-85.9% | $5,696-83.7% | $5,287-82.4% |
| Admin fee / account holder | $641 | $7,493-91.5% | $5,517-88.4% | $10,133-93.7% |