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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 | $9,624 | $106,524-91.0% | $152,301-93.7% | $87,485-89.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 16.42% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $825 | $3,371-75.5% | $4,624-82.2% | $2,596-68.2% |
| Participant deferral / active EE | $1,064 | $6,525-83.7% | $8,004-86.7% | $4,274-75.1% |
| Admin fee / account holder | $891 | $8,287-89.2% | $14,398-93.8% | $7,775-88.5% |