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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 | $6,916 | $167,415-95.9% | $140,514-95.1% | $198,609-96.5% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 14.42% | 13.85%+0.6pp | 14.36%+0.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,542 | $4,088-62.3% | $3,378-54.4% | $5,055-69.5% |
| Participant deferral / active EE | $2,073 | $5,579-62.8% | $4,919-57.8% | $6,977-70.3% |
| Admin fee / account holder | $4,189 | $16,730-75.0% | $13,697-69.4% | $19,030-78.0% |