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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 | $7,772 | $81,334-90.4% | $113,397-93.1% | $64,097-87.9% |
| Participation rate | 75.7% | 65.6%+10.0pp | 76.5%-0.8pp | 55.2%+20.5pp |
| Annual return | 18.09% | 32.50%-14.4pp | 23.20%-5.1pp | 34.64%-16.6pp |
| Employer contribution / active EE | $948 | $2,077-54.3% | $2,977-68.1% | $1,891-49.9% |
| Participant deferral / active EE | $1,527 | $3,795-59.8% | $5,076-69.9% | $3,080-50.4% |
| Admin fee / account holder | $739 | $4,208-82.4% | $11,957-93.8% | $3,454-78.6% |