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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 | $6,478 | $97,550-93.4% | $120,344-94.6% | $87,485-92.6% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.7%+19.1pp | 68.9%+26.9pp |
| Annual return | 15.88% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,034 | $2,291-54.9% | $3,020-65.8% | $2,596-60.2% |
| Participant deferral / active EE | $1,727 | $4,230-59.2% | $5,135-66.4% | $4,274-59.6% |
| Admin fee / account holder | $1,767 | $9,543-81.5% | $12,742-86.1% | $7,775-77.3% |