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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 | $3,422 | $93,598-96.3% | $135,974-97.5% | $75,173-95.4% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 21.92% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,067 | $3,538-69.8% | $4,859-78.0% | $2,671-60.1% |
| Participant deferral / active EE | $1,281 | $6,405-80.0% | $7,760-83.5% | $4,126-69.0% |
| Admin fee / account holder | $614 | $6,978-91.2% | $10,767-94.3% | $5,651-89.1% |