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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 | $7,192 | $101,795-92.9% | $165,100-95.6% | $80,959-91.1% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.7%+27.7pp |
| Annual return | 18.20% | 16.73%+1.5pp | 70.21%-52.0pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,302 | $2,954-55.9% | $4,348-70.1% | $2,757-52.8% |
| Participant deferral / active EE | $1,512 | $4,476-66.2% | $6,035-74.9% | $4,300-64.8% |
| Admin fee / account holder | $451 | $8,221-94.5% | $12,696-96.5% | $6,925-93.5% |