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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 | $7,788 | $39,132-80.1% | $57,196-86.4% | $62,881-87.6% |
| Participation rate | 80.7% | 70.5%+10.2pp | 75.3%+5.4pp | 69.3%+11.4pp |
| Annual return | 5.40% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $408 | $1,874-78.2% | $2,683-84.8% | $2,281-82.1% |
| Participant deferral / active EE | $590 | $2,374-75.2% | $3,096-81.0% | $3,203-81.6% |
| Admin fee / account holder | $1,956 | $2,594-24.6% | $3,141-37.7% | $4,296-54.5% |