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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 | $8,835 | $97,550-90.9% | $120,344-92.7% | $87,485-89.9% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.7%+13.1pp | 68.9%+20.9pp |
| Annual return | 21.98% | 18.41%+3.6pp | 20.30%+1.7pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,499 | $2,291-34.6% | $3,020-50.4% | $2,596-42.3% |
| Participant deferral / active EE | $1,789 | $4,230-57.7% | $5,135-65.2% | $4,274-58.1% |
| Admin fee / account holder | $391 | $9,543-95.9% | $12,742-96.9% | $7,775-95.0% |