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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 | $7,544 | $123,155-93.9% | $108,753-93.1% | $155,188-95.1% |
| Participation rate | 77.3% | 75.6%+1.6pp | 71.1%+6.2pp | 80.8%-3.5pp |
| Annual return | 16.95% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $494 | $2,811-82.4% | $2,427-79.6% | $4,248-88.4% |
| Participant deferral / active EE | $852 | $4,623-81.6% | $4,115-79.3% | $6,531-87.0% |
| Admin fee / account holder | $576 | $12,126-95.3% | $10,320-94.4% | $14,480-96.0% |