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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 | $6,488 | $58,627-88.9% | $76,735-91.5% | $82,448-92.1% |
| Participation rate | 80.7% | 63.2%+17.5pp | 69.5%+11.2pp | 68.1%+12.6pp |
| Annual return | 21.28% | 39.10%-17.8pp | 29.77%-8.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $864 | $1,729-50.1% | $2,454-64.8% | $2,551-66.1% |
| Participant deferral / active EE | $910 | $3,134-71.0% | $4,088-77.8% | $4,139-78.0% |
| Admin fee / account holder | $738 | $5,323-86.1% | $7,189-89.7% | $7,234-89.8% |