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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 | $6,621 | $106,524-93.8% | $152,301-95.7% | $87,485-92.4% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.3pp |
| Annual return | 16.01% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $992 | $3,371-70.6% | $4,624-78.6% | $2,596-61.8% |
| Participant deferral / active EE | $2,150 | $6,525-67.1% | $8,004-73.1% | $4,274-49.7% |
| Admin fee / account holder | $1,290 | $8,287-84.4% | $14,398-91.0% | $7,775-83.4% |