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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 | $7,658 | $67,602-88.7% | $82,312-90.7% | $70,126-89.1% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 21.56% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,343 | $1,755+33.5% | $2,428-3.5% | $2,3430% |
| Participant deferral / active EE | $1,039 | $2,987-65.2% | $3,706-72.0% | $3,332-68.8% |
| Admin fee / account holder | $996 | $4,512-77.9% | $5,608-82.2% | $4,645-78.6% |