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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 | $10,368 | $99,875-89.6% | $146,866-92.9% | $86,983-88.1% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.5pp |
| Annual return | 18.58% | 28.10%-9.5pp | 102.85%-84.3pp | 25.83%-7.3pp |
| Employer contribution / active EE | $489 | $3,224-84.8% | $4,425-89.0% | $2,584-81.1% |
| Participant deferral / active EE | $767 | $6,322-87.9% | $7,759-90.1% | $4,194-81.7% |
| Admin fee / account holder | $670 | $7,838-91.4% | $13,620-95.1% | $7,856-91.5% |