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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 | $7,272 | $85,196-91.5% | $76,383-90.5% | $145,897-95.0% |
| Participation rate | 95.2% | 82.9%+12.3pp | 79.3%+16.0pp | 80.3%+14.9pp |
| Annual return | 13.46% | 13.13%+0.3pp | 13.79%-0.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,431 | $5,268-34.9% | $4,587-25.2% | $4,663-26.4% |
| Participant deferral / active EE | $178 | $6,386-97.2% | $5,474-96.7% | $6,689-97.3% |
| Admin fee / account holder | $975 | $5,786-83.1% | $5,147-81.0% | $13,390-92.7% |