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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 | $6,281 | $96,731-93.5% | $123,973-94.9% | $86,983-92.8% |
| Participation rate | 72.7% | 70.0%+2.7pp | 76.7%-3.9pp | 69.5%+3.2pp |
| Annual return | 22.80% | 17.33%+5.5pp | 388.13%-365.3pp | 25.83%-3.0pp |
| Employer contribution / active EE | $862 | $3,297-73.9% | $4,126-79.1% | $2,584-66.7% |
| Participant deferral / active EE | $1,242 | $4,152-70.1% | $5,247-76.3% | $4,194-70.4% |
| Admin fee / account holder | $1,267 | $8,722-85.5% | $11,799-89.3% | $7,856-83.9% |