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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 | $7,812 | $56,894-86.3% | $84,753-90.8% | $62,881-87.6% |
| Participation rate | 76.7% | 68.5%+8.1pp | 76.6%+0.1pp | 69.3%+7.4pp |
| Annual return | 5.87% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,849 | $2,400-22.9% | $3,574-48.3% | $2,281-18.9% |
| Participant deferral / active EE | $516 | $2,709-81.0% | $3,712-86.1% | $3,203-83.9% |
| Admin fee / account holder | $1,877 | $3,581-47.6% | $5,333-64.8% | $4,296-56.3% |