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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 | $99,875-90.4% | $146,866-93.4% | $86,983-88.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 16.42% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $825 | $3,224-74.4% | $4,425-81.4% | $2,584-68.1% |
| Participant deferral / active EE | $1,064 | $6,322-83.2% | $7,759-86.3% | $4,194-74.6% |
| Admin fee / account holder | $891 | $7,838-88.6% | $13,620-93.5% | $7,856-88.7% |