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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 | $95,453-93.0% | $112,040-94.1% | $82,448-91.9% |
| Participation rate | 86.0% | 72.8%+13.3pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 18.55% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,300 | $2,318-43.9% | $2,954-56.0% | $2,551-49.0% |
| Participant deferral / active EE | $1,444 | $4,224-65.8% | $5,098-71.7% | $4,139-65.1% |
| Admin fee / account holder | $613 | $9,013-93.2% | $12,098-94.9% | $7,234-91.5% |