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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 | $6,621 | $106,524-93.8% | $152,301-95.7% | $87,485-92.4% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.4%-9.7pp | 68.9%+3.8pp |
| Annual return | 14.06% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,099 | $3,371-67.4% | $4,624-76.2% | $2,596-57.7% |
| Participant deferral / active EE | $2,254 | $6,525-65.5% | $8,004-71.8% | $4,274-47.3% |
| Admin fee / account holder | $382 | $8,287-95.4% | $14,398-97.3% | $7,775-95.1% |