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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 | $81,504-91.1% | $102,437-92.9% | $80,959-91.0% |
| Participation rate | 72.3% | 66.9%+5.5pp | 74.5%-2.2pp | 67.7%+4.7pp |
| Annual return | 13.41% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,447 | $3,104+43.3% | $3,871+14.9% | $2,757+61.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $619 | $6,719-90.8% | $8,388-92.6% | $6,925-91.1% |