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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 | $3,843 | $57,590-93.3% | $86,233-95.5% | $82,448-95.3% |
| Participation rate | 89.3% | 57.9%+31.4pp | 69.0%+20.3pp | 68.1%+21.2pp |
| Annual return | 16.87% | 22.41%-5.5pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $361 | $1,655-78.2% | $2,504-85.6% | $2,551-85.9% |
| Participant deferral / active EE | $594 | $3,080-80.7% | $4,559-87.0% | $4,139-85.6% |
| Admin fee / account holder | $2,447 | $4,730-48.3% | $8,342-70.7% | $7,234-66.2% |