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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 | $9,839 | $49,239-80.0% | $70,462-86.0% | $79,858-87.7% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+27.0pp |
| Annual return | 28.79% | 30.08%-1.3pp | 109.08%-80.3pp | 31.72%-2.9pp |
| Employer contribution / active EE | $1,218 | $2,100-42.0% | $2,737-55.5% | $2,471-50.7% |
| Participant deferral / active EE | $600 | $2,769-78.3% | $3,710-83.8% | $3,740-83.9% |
| Admin fee / account holder | $961 | $2,876-66.6% | $3,845-75.0% | $5,306-81.9% |