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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 | $4,760 | $48,053-90.1% | $84,628-94.4% | $72,975-93.5% |
| Participation rate | 73.5% | 57.6%+15.9pp | 68.2%+5.2pp | 69.5%+4.0pp |
| Annual return | 22.05% | 37.39%-15.3pp | 258.80%-236.7pp | 81.01%-59.0pp |
| Employer contribution / active EE | $576 | $1,602-64.1% | $2,653-78.3% | $2,440-76.4% |
| Participant deferral / active EE | $743 | $2,681-72.3% | $3,900-80.9% | $3,608-79.4% |
| Admin fee / account holder | $470 | $3,395-86.2% | $4,914-90.4% | $5,124-90.8% |