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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 | $7,970 | $106,749-92.5% | $145,433-94.5% | $82,448-90.3% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 18.32% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,011 | $3,444-70.7% | $4,554-77.8% | $2,551-60.4% |
| Participant deferral / active EE | $2,246 | $6,519-65.5% | $7,897-71.6% | $4,139-45.7% |
| Admin fee / account holder | $3,316 | $8,390-60.5% | $13,129-74.7% | $7,234-54.2% |