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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 | $4,893 | $67,606-92.8% | $82,313-94.1% | $70,131-93.0% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 21.15% | 21.57%-0.4pp | 25.88%-4.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,018 | $1,755-42.0% | $2,428-58.1% | $2,342-56.5% |
| Participant deferral / active EE | $552 | $2,987-81.5% | $3,706-85.1% | $3,332-83.4% |
| Admin fee / account holder | $335 | $4,512-92.6% | $5,608-94.0% | $4,645-92.8% |