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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 | $9,871 | $106,749-90.8% | $145,433-93.2% | $82,448-88.0% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $968 | $3,444-71.9% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,150 | $6,519-82.4% | $7,897-85.4% | $4,139-72.2% |
| Admin fee / account holder | $326 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |