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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 | $4,440 | $81,276-94.5% | $155,574-97.1% | $80,925-94.5% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 19.53% | 33.36%-13.8pp | 64.87%-45.3pp | 35.65%-16.1pp |
| Employer contribution / active EE | $2,050 | $3,103-33.9% | $4,676-56.2% | $2,756-25.6% |
| Participant deferral / active EE | $405 | $3,453-88.3% | $5,629-92.8% | $4,299-90.6% |
| Admin fee / account holder | $313 | $7,993-96.1% | $15,914-98.0% | $6,940-95.5% |