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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 | $6,620 | $49,249-86.6% | $70,476-90.6% | $79,852-91.7% |
| Participation rate | 81.9% | 69.2%+12.8pp | 75.1%+6.9pp | 69.6%+12.3pp |
| Annual return | 14.06% | 30.09%-16.0pp | 109.12%-95.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $453 | $2,100-78.4% | $2,738-83.5% | $2,471-81.7% |
| Participant deferral / active EE | $836 | $2,769-69.8% | $3,710-77.5% | $3,740-77.7% |
| Admin fee / account holder | $1,001 | $2,878-65.2% | $3,847-74.0% | $5,306-81.1% |