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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 | $8,185 | $56,894-85.6% | $84,753-90.3% | $62,881-87.0% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 8.50% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,919 | $2,400+105.0% | $3,574+37.6% | $2,281+115.7% |
| Participant deferral / active EE | $35 | $2,709-98.7% | $3,712-99.1% | $3,203-98.9% |
| Admin fee / account holder | $502 | $3,581-86.0% | $5,333-90.6% | $4,296-88.3% |