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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 | $9,336 | $106,749-91.3% | $145,433-93.6% | $82,448-88.7% |
| Participation rate | 84.5% | 75.6%+8.8pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 20.00% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,034 | $3,444-70.0% | $4,554-77.3% | $2,551-59.4% |
| Participant deferral / active EE | $2,102 | $6,519-67.8% | $7,897-73.4% | $4,139-49.2% |
| Admin fee / account holder | $1,074 | $8,390-87.2% | $13,129-91.8% | $7,234-85.1% |