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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 | $7,342 | $83,485-91.2% | $125,192-94.1% | $72,975-89.9% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 18.45% | 25.77%-7.3pp | 43.79%-25.3pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,133 | $2,346-51.7% | $3,866-70.7% | $2,440-53.6% |
| Participant deferral / active EE | $604 | $3,586-83.2% | $4,937-87.8% | $3,608-83.3% |
| Admin fee / account holder | $1,103 | $5,518-80.0% | $9,704-88.6% | $5,124-78.5% |