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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 | $78,690-92.4% | $161,489-96.3% | $87,485-93.2% |
| Participation rate | 94.9% | 67.5%+27.5pp | 78.7%+16.2pp | 68.9%+26.0pp |
| Annual return | 17.46% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,276 | $2,588-50.7% | $4,268-70.1% | $2,596-50.8% |
| Participant deferral / active EE | $607 | $3,311-81.7% | $5,630-89.2% | $4,274-85.8% |
| Admin fee / account holder | $1,246 | $6,724-81.5% | $16,006-92.2% | $7,775-84.0% |