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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 | $6,754 | $73,981-90.9% | $105,754-93.6% | $62,881-89.3% |
| Participation rate | 88.1% | 71.7%+16.4pp | 78.9%+9.2pp | 69.3%+18.8pp |
| Annual return | 7.56% | 17.60%-10.0pp | 12.25%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $920 | $2,856-67.8% | $4,079-77.4% | $2,281-59.7% |
| Participant deferral / active EE | $1,202 | $4,038-70.2% | $5,326-77.4% | $3,203-62.5% |
| Admin fee / account holder | $317 | $5,976-94.7% | $8,309-96.2% | $4,296-92.6% |