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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 | $8,083 | $114,712-93.0% | $173,730-95.3% | $87,485-90.8% |
| Participation rate | 80.8% | 73.0%+7.8pp | 79.6%+1.2pp | 68.9%+11.8pp |
| Annual return | 17.99% | 20.18%-2.2pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,202 | $2,904-58.6% | $4,577-73.7% | $2,596-53.7% |
| Participant deferral / active EE | $1,809 | $4,642-61.0% | $6,326-71.4% | $4,274-57.7% |
| Admin fee / account holder | $814 | $10,210-92.0% | $17,523-95.4% | $7,775-89.5% |