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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 | $11,818 | $45,041-73.8% | $63,003-81.2% | $70,131-83.1% |
| Participation rate | 97.9% | 69.5%+28.3pp | 74.8%+23.1pp | 69.5%+28.3pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.59%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $367 | $2,052-82.1% | $2,760-86.7% | $2,342-84.3% |
| Participant deferral / active EE | $494 | $2,465-80.0% | $3,329-85.2% | $3,332-85.2% |
| Admin fee / account holder | $663 | $2,836-76.6% | $3,600-81.6% | $4,645-85.7% |