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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 | $4,364 | $81,331-94.6% | $155,534-97.2% | $80,935-94.6% |
| Participation rate | 76.4% | 66.3%+10.1pp | 78.2%-1.9pp | 67.7%+8.7pp |
| Annual return | 18.81% | 33.37%-14.6pp | 64.92%-46.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $2,094 | $3,105-32.6% | $4,675-55.2% | $2,757-24.0% |
| Participant deferral / active EE | $577 | $3,454-83.3% | $5,630-89.8% | $4,299-86.6% |
| Admin fee / account holder | $605 | $7,999-92.4% | $15,900-96.2% | $6,924-91.3% |