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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 | $7,450 | $83,485-91.1% | $125,195-94.0% | $72,976-89.8% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.6pp | 69.5%+14.9pp |
| Annual return | 23.73% | 25.77%-2.0pp | 43.79%-20.1pp | 81.02%-57.3pp |
| Employer contribution / active EE | $2,285 | $2,346-2.6% | $3,866-40.9% | $2,440-6.3% |
| Participant deferral / active EE | $1,023 | $3,586-71.5% | $4,937-79.3% | $3,608-71.7% |
| Admin fee / account holder | $1,454 | $5,518-73.7% | $9,704-85.0% | $5,124-71.6% |