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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 | $8,701 | $106,749-91.8% | $145,433-94.0% | $82,448-89.4% |
| Participation rate | 86.8% | 75.6%+11.1pp | 82.1%+4.7pp | 68.1%+18.7pp |
| Annual return | 21.85% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,301 | $3,444-62.2% | $4,554-71.4% | $2,551-49.0% |
| Participant deferral / active EE | $2,169 | $6,519-66.7% | $7,897-72.5% | $4,139-47.6% |
| Admin fee / account holder | $375 | $8,390-95.5% | $13,129-97.1% | $7,234-94.8% |