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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 | $99,875-92.0% | $146,866-94.6% | $86,983-90.8% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.5%+11.5pp |
| Annual return | 18.32% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,011 | $3,224-68.7% | $4,425-77.2% | $2,584-60.9% |
| Participant deferral / active EE | $2,246 | $6,322-64.5% | $7,759-71.1% | $4,194-46.4% |
| Admin fee / account holder | $3,316 | $7,838-57.7% | $13,620-75.7% | $7,856-57.8% |