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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 | $3,569 | $55,889-93.6% | $76,119-95.3% | $80,935-95.6% |
| Participation rate | 92.3% | 62.1%+30.2pp | 69.1%+23.2pp | 67.7%+24.6pp |
| Annual return | 10.35% | 20.58%-10.2pp | 361.25%-350.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $476 | $1,866-74.5% | $2,693-82.3% | $2,757-82.7% |
| Participant deferral / active EE | $776 | $3,051-74.6% | $4,259-81.8% | $4,299-81.9% |
| Admin fee / account holder | $309 | $5,241-94.1% | $6,421-95.2% | $6,924-95.5% |