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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 | $1,561 | $58,848-97.3% | $88,179-98.2% | $82,637-98.1% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.1%+11.6pp | 68.1%+12.7pp |
| Annual return | 18.75% | 22.76%-4.0pp | 64.97%-46.2pp | 53.51%-34.8pp |
| Employer contribution / active EE | $497 | $1,678-70.4% | $2,549-80.5% | $2,552-80.5% |
| Participant deferral / active EE | $627 | $3,124-79.9% | $4,614-86.4% | $4,126-84.8% |
| Admin fee / account holder | $593 | $4,795-87.6% | $7,673-92.3% | $7,339-91.9% |