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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 | $4,779 | $106,749-95.5% | $145,433-96.7% | $82,448-94.2% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 21.86% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,259 | $3,444-63.4% | $4,554-72.4% | $2,551-50.6% |
| Participant deferral / active EE | $1,397 | $6,519-78.6% | $7,897-82.3% | $4,139-66.3% |
| Admin fee / account holder | $806 | $8,390-90.4% | $13,129-93.9% | $7,234-88.9% |