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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 | $10,786 | $84,236-87.2% | $170,435-93.7% | $70,126-84.6% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 14.63% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $473 | $3,387-86.0% | $5,432-91.3% | $2,343-79.8% |
| Participant deferral / active EE | $704 | $3,086-77.2% | $4,939-85.8% | $3,332-78.9% |
| Admin fee / account holder | $316 | $5,698-94.5% | $13,881-97.7% | $4,645-93.2% |