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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 | $5,502 | $86,050-93.6% | $189,758-97.1% | $94,015-94.1% |
| Participation rate | 80.8% | 68.9%+11.9pp | 79.8%+1.0pp | 70.8%+9.9pp |
| Annual return | 18.03% | 17.77%+0.3pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $774 | $2,819-72.5% | $4,767-83.8% | $2,790-72.2% |
| Participant deferral / active EE | $884 | $3,349-73.6% | $5,856-84.9% | $4,249-79.2% |
| Admin fee / account holder | $632 | $6,627-90.5% | $20,388-96.9% | $8,951-92.9% |