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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 | $7,065 | $56,894-87.6% | $84,753-91.7% | $62,881-88.8% |
| Participation rate | 82.5% | 68.5%+14.0pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 11.99% | 6.30%+5.7pp | 22.78%-10.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $4,536 | $2,400+89.0% | $3,574+26.9% | $2,281+98.9% |
| Participant deferral / active EE | $712 | $2,709-73.7% | $3,712-80.8% | $3,203-77.8% |
| Admin fee / account holder | $504 | $3,581-85.9% | $5,333-90.5% | $4,296-88.3% |