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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 | $4,560 | $135,905-96.6% | $126,068-96.4% | $198,609-97.7% |
| Participation rate | 80.0% | 85.6%-5.6pp | 84.7%-4.7pp | 82.4%-2.4pp |
| Annual return | 22.38% | 14.07%+8.3pp | 15.01%+7.4pp | 202.70%-180.3pp |
| Employer contribution / active EE | $1,544 | $4,245-63.6% | $3,968-61.1% | $5,055-69.5% |
| Participant deferral / active EE | $1,930 | $8,523-77.4% | $8,214-76.5% | $6,977-72.3% |
| Admin fee / account holder | $764 | $21,036-96.4% | $18,264-95.8% | $19,030-96.0% |