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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 | $8,241 | $106,749-92.3% | $145,433-94.3% | $82,448-90.0% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 20.00% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,348 | $3,444-60.9% | $4,554-70.4% | $2,551-47.2% |
| Participant deferral / active EE | $2,414 | $6,519-63.0% | $7,897-69.4% | $4,139-41.7% |
| Admin fee / account holder | $1,252 | $8,390-85.1% | $13,129-90.5% | $7,234-82.7% |