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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 | $9,027 | $106,749-91.5% | $145,433-93.8% | $82,448-89.1% |
| Participation rate | 87.8% | 75.6%+12.1pp | 82.1%+5.6pp | 68.1%+19.7pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $864 | $3,444-74.9% | $4,554-81.0% | $2,551-66.1% |
| Participant deferral / active EE | $1,443 | $6,519-77.9% | $7,897-81.7% | $4,139-65.1% |
| Admin fee / account holder | $694 | $8,390-91.7% | $13,129-94.7% | $7,234-90.4% |