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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 | $6,660 | $97,550-93.2% | $120,344-94.5% | $87,485-92.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.7%+9.3pp | 68.9%+17.1pp |
| Annual return | 18.55% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,300 | $2,291-43.3% | $3,020-57.0% | $2,596-49.9% |
| Participant deferral / active EE | $1,444 | $4,230-65.9% | $5,135-71.9% | $4,274-66.2% |
| Admin fee / account holder | $613 | $9,543-93.6% | $12,742-95.2% | $7,775-92.1% |