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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 | $7,274 | $81,457-91.1% | $103,378-93.0% | $80,911-91.0% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 13.41% | 25.58%-12.2pp | 24.91%-11.5pp | 35.63%-22.2pp |
| Employer contribution / active EE | $4,447 | $3,107+43.1% | $3,870+14.9% | $2,756+61.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $619 | $6,717-90.8% | $8,401-92.6% | $6,935-91.1% |