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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 | $2,361 | $56,894-95.9% | $84,753-97.2% | $62,881-96.2% |
| Participation rate | 85.2% | 68.5%+16.6pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 4.92% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,627 | $2,400+9.5% | $3,574-26.5% | $2,281+15.2% |
| Participant deferral / active EE | $32 | $2,709-98.8% | $3,712-99.1% | $3,203-99.0% |
| Admin fee / account holder | $1,147 | $3,581-68.0% | $5,333-78.5% | $4,296-73.3% |