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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 | $4,681 | $108,825-95.7% | $156,181-97.0% | $82,448-94.3% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 20.64% | 20.59%+0.1pp | 64.87%-44.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,044 | $2,870-63.6% | $4,294-75.7% | $2,551-59.1% |
| Participant deferral / active EE | $1,912 | $4,577-58.2% | $6,132-68.8% | $4,139-53.8% |
| Admin fee / account holder | $332 | $9,341-96.4% | $14,586-97.7% | $7,234-95.4% |