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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 | $6,517 | $106,749-93.9% | $145,433-95.5% | $82,448-92.1% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 21.26% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,487 | $3,444-56.8% | $4,554-67.4% | $2,551-41.7% |
| Participant deferral / active EE | $2,374 | $6,519-63.6% | $7,897-69.9% | $4,139-42.6% |
| Admin fee / account holder | $1,636 | $8,390-80.5% | $13,129-87.5% | $7,234-77.4% |