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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 | $10,638 | $65,027-83.6% | $90,970-88.3% | $79,852-86.7% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.0%+1.4pp | 69.6%+0.7pp |
| Annual return | 18.94% | 30.45%-11.5pp | 134.58%-115.6pp | 31.72%-12.8pp |
| Employer contribution / active EE | $742 | $1,247-40.5% | $2,122-65.0% | $2,471-70.0% |
| Participant deferral / active EE | $920 | $2,512-63.4% | $3,373-72.7% | $3,740-75.4% |
| Admin fee / account holder | $799 | $4,535-82.4% | $5,960-86.6% | $5,306-84.9% |