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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 | $5,199 | $83,002-93.7% | $98,090-94.7% | $64,097-91.9% |
| Participation rate | 91.6% | 75.0%+16.5pp | 81.5%+10.0pp | 55.2%+36.4pp |
| Annual return | 21.48% | 38.51%-17.0pp | 37.05%-15.6pp | 34.64%-13.2pp |
| Employer contribution / active EE | $808 | $2,749-70.6% | $3,606-77.6% | $1,891-57.3% |
| Participant deferral / active EE | $1,099 | $6,787-83.8% | $7,845-86.0% | $3,080-64.3% |
| Admin fee / account holder | $366 | $3,015-87.9% | $11,815-96.9% | $3,454-89.4% |