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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 | $5,958 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 94.9% | 66.4%+28.5pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 17.46% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,276 | $2,614-51.2% | $4,154-69.3% | $2,551-50.0% |
| Participant deferral / active EE | $607 | $3,214-81.1% | $5,453-88.9% | $4,139-85.3% |
| Admin fee / account holder | $1,246 | $6,352-80.4% | $14,116-91.2% | $7,234-82.8% |