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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 | $6,525 | $90,674-92.8% | $96,707-93.3% | $82,448-92.1% |
| Participation rate | 88.6% | 75.9%+12.6pp | 80.4%+8.2pp | 68.1%+20.5pp |
| Annual return | 22.28% | 49.05%-26.8pp | 34.78%-12.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,720 | $3,975-56.7% | $4,191-59.0% | $2,551-32.6% |
| Participant deferral / active EE | $1,899 | $5,696-66.7% | $5,997-68.3% | $4,139-54.1% |
| Admin fee / account holder | $1,365 | $7,568-82.0% | $7,503-81.8% | $7,234-81.1% |