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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 | $7,397 | $72,492-89.8% | $87,104-91.5% | $72,975-89.9% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.01%-61.7pp |
| Employer contribution / active EE | $952 | $1,894-49.7% | $2,521-62.2% | $2,440-61.0% |
| Participant deferral / active EE | $910 | $3,270-72.2% | $4,048-77.5% | $3,608-74.8% |
| Admin fee / account holder | $1,166 | $5,055-76.9% | $7,491-84.4% | $5,124-77.3% |