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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 | $7,746 | $39,132-80.2% | $57,196-86.5% | $62,881-87.7% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 4.23% | 9.24%-5.0pp | 14.59%-10.4pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,644 | $1,874-12.3% | $2,683-38.7% | $2,281-27.9% |
| Participant deferral / active EE | $291 | $2,374-87.8% | $3,096-90.6% | $3,203-90.9% |
| Admin fee / account holder | $1,269 | $2,594-51.1% | $3,141-59.6% | $4,296-70.5% |