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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 | $9,942 | $89,364-88.9% | $141,177-93.0% | $72,983-86.4% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 23.90% | 111.86%-88.0pp | 71.40%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $752 | $3,115-75.8% | $4,736-84.1% | $2,440-69.2% |
| Participant deferral / active EE | $1,984 | $5,419-63.4% | $6,710-70.4% | $3,608-45.0% |
| Admin fee / account holder | $310 | $5,959-94.8% | $10,263-97.0% | $5,124-93.9% |