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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 | $10,892 | $48,078-77.3% | $78,676-86.2% | $62,881-82.7% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.3pp | 69.3%+6.6pp |
| Annual return | 5.82% | 31.36%-25.5pp | 62.19%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $222 | $2,015-89.0% | $2,850-92.2% | $2,281-90.3% |
| Participant deferral / active EE | $570 | $2,587-78.0% | $3,517-83.8% | $3,203-82.2% |
| Admin fee / account holder | $3,400 | $3,206+6.1% | $4,510-24.6% | $4,296-20.8% |